OWA

Opal Wealth Advisors Portfolio holdings

AUM $324M
AUM
$324M
AUM Growth
-$8.78M
Cap. Flow
+$2.25M
Cap. Flow %
0.69%
Top 10 Hldgs %
57.81%
Holding
535
New
344
Increased
96
Reduced
86
Closed
4

Top Buys

1
$9.29M
2
$8.17M
3
$3.42M
4
$2.07M
5
$1.68M

Top Sells

1
$12.2M
2
$8.14M
3
$6.94M
4
$6.09M
5
$4.14M

Sector Composition

1Technology8.92%
2Financials6.89%
3Healthcare3.74%
4Industrials2.7%
5Consumer Discretionary2.58%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$164K0.05%299 New
+$164K
$161K0.05%2,970 New
+$161K
$159K0.05%761 New
+$159K
$159K0.05%378
-272
-42%
-$114K
$158K0.05%412
-165
-29%
-$63.3K
$157K0.05%593 New
+$157K
$156K0.05%453 New
+$156K
$156K0.05%530 New
+$156K
$155K0.05%244 New
+$155K
$154K0.05%2,353 New
+$154K
$153K0.05%1,364 New
+$153K
$152K0.05%356 New
+$152K
$152K0.05%276 New
+$152K
$150K0.05%1,750 New
+$150K
$150K0.05%1,490 New
+$150K
$149K0.05%2,265 New
+$149K
$149K0.05%872 New
+$149K
$149K0.05%401 New
+$149K
$148K0.05%2,431 New
+$148K
$145K0.04%1,710 New
+$145K
$145K0.04%1,324 New
+$145K
$143K0.04%2,895 New
+$143K
$142K0.04%2,430 New
+$142K
$142K0.04%3,146 New
+$142K
$141K0.04%819 New
+$141K
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