Portfolio (Quarterly)
Guide ↗
Opal Wealth Advisors, LLC
· CIK 0001844201| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 281 | SCHD | SCHWAB STRATEGIC TR | — | 990 | $30K | 0.01% | SOLD |
| 282 | NMIH | NMI HLDGS INC | Financial Services | 803 | $30K | 0.01% | SOLD |
| 283 | AG | FIRST MAJESTIC SILVER CORP | Basic Materials | 1,400 | $30K | 0.01% | SOLD |
| 284 | CWST | CASELLA WASTE SYS INC | Industrials | 379 | $30K | 0.01% | SOLD |
| 285 | EFSC | ENTERPRISE FINL SVCS CORP | Financial Services | 554 | $30K | 0.01% | SOLD |
| 286 | MTRN | MATERION CORP | Basic Materials | 207 | $30K | 0.01% | SOLD |
| 287 | AZZ | AZZ INC | Industrials | 239 | $30K | 0.01% | SOLD |
| 288 | IOT | SAMSARA INC | Technology | 943 | $30K | 0.01% | SOLD |
| 289 | SPYM | SPDR SERIES TRUST | — | 388 | $30K | 0.01% | SOLD |
| 290 | OSW | ONESPAWORLD HOLDINGS LIMITED | Consumer Cyclical | 1,294 | $30K | 0.01% | SOLD |
| 291 | VCTR | VICTORY CAP HLDGS INC DEL | Financial Services | 452 | $30K | 0.01% | SOLD |
| 292 | EBAY | EBAY INC. | Consumer Cyclical | 325 | $30K | 0.01% | SOLD |
| 293 | NEM | NEWMONT CORP | Basic Materials | 273 | $30K | 0.01% | SOLD |
| 294 | HWM | HOWMET AEROSPACE INC | Industrials | 128 | $29K | 0.01% | SOLD |
| 295 | BCS | BARCLAYS PLC | Financial Services | 1,394 | $29K | 0.01% | SOLD |
| 296 | XAR | SPDR SERIES TRUST | — | 116 | $29K | 0.01% | SOLD |
| 297 | EVR | EVERCORE INC | Financial Services | 98 | $29K | 0.01% | SOLD |
| 298 | ENVA | ENOVA INTL INC | Financial Services | 214 | $29K | 0.01% | SOLD |
| 299 | USRT | ISHARES TR | — | 490 | $29K | 0.01% | SOLD |
| 300 | IDCC | INTERDIGITAL INC | Technology | 96 | $29K | 0.01% | SOLD |
Sector Allocation
Technology
31.8%
Financial Services
26.7%
Healthcare
10.2%
Consumer Cyclical
7.9%
Industrials
6.8%
Communication Services
6.7%
Consumer Defensive
3.8%
Energy
2.4%
Utilities
2.2%
Basic Materials
0.9%