OA
Opes Advisors Portfolio holdings
AUM
$140M
1-Year Est. Return
7.58%
1 Year Est. Return
-7.58%
AUM
$137M
AUM Growth
+$326K
(+0.24%)
Holding
51
Top Buys
| 1 | +$812K | |
| 2 | +$447K | |
| 3 | +$419K | |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$405K |
| 5 |
Schwab US Broad Market ETF
SCHB
|
+$389K |
Top Sells
| 1 | +$2.79M | |
| 2 | +$1.63M | |
| 3 | +$1.39M | |
| 4 |
Johnson & Johnson
JNJ
|
+$766K |
| 5 |
Akamai
AKAM
|
+$466K |
Sector Composition
| 1 | Technology | 1.43% |
| 2 | Consumer Discretionary | 0.34% |
| 3 | Communication Services | 0.3% |
| 4 | Industrials | 0.17% |
| 5 | Financials | 0.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Wells Fargo
WFC
$271B
| – | – |
-4,234
|
|