OWA

Opal Wealth Advisors Portfolio holdings

AUM $360M
1-Year Est. Return 11.81%
This Quarter Est. Return
1 Year Est. Return
+11.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$79.8M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1 +$24.7M
2 +$9.6M
3 +$8.97M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$3.96M
5
AAPL icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$24.7M 30.93%
+493,264
2
$9.6M 12.04%
+166,617
3
$8.97M 11.25%
+394,731
4
$3.96M 4.96%
+109,809
5
$2.28M 2.86%
+17,172
6
$1.63M 2.04%
+121,128
7
$1.53M 1.92%
+86,962
8
$1.36M 1.7%
+6,099
9
$1.12M 1.4%
+6,880
10
$1M 1.25%
+38,180
11
$921K 1.15%
+2,626
12
$877K 1.1%
+4,505
13
$844K 1.06%
+3,588
14
$835K 1.05%
+12,364
15
$827K 1.04%
+14,959
16
$826K 1.04%
+104,925
17
$784K 0.98%
+28,371
18
$741K 0.93%
+21,554
19
$693K 0.87%
+3,168
20
$659K 0.83%
+5,599
21
$645K 0.81%
+2,362
22
$592K 0.74%
+3,270
23
$524K 0.66%
+40,804
24
$491K 0.62%
+5,962
25
$469K 0.59%
+4,379