OWA
Opal Wealth Advisors Portfolio holdings
AUM
$360M
This Quarter Return
+11.96%
1 Year Return
+11.81%
3 Year Return
+45.97%
5 Year Return
–
10 Year Return
–
AUM
$79.8M
AUM Growth
–
Cap. Flow
+$79.8M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
70.35%
Holding
73
New
73
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Legg Mason ETF Investment Trust ClearBridge Large Cap Growth Select ETF
LRGE
|
$24.7M |
| 2 |
SPDR S&P Homebuilders ETF
XHB
|
$9.6M |
| 3 |
Schwab US Mid-Cap ETF
SCHM
|
$8.97M |
| 4 |
VanEck Gold Miners ETF
GDX
|
$3.96M |
| 5 |
Apple
AAPL
|
$2.28M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 7.99% |
| 2 | Consumer Discretionary | 5.13% |
| 3 | Healthcare | 4.63% |
| 4 | Financials | 2.81% |
| 5 | Communication Services | 2.71% |
