OBWG

Onyx Bridge Wealth Group Portfolio holdings

AUM $940M
1-Year Est. Return 16.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$428M
AUM Growth
+$9.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$11M
3
+$10.2M
4
EWU icon
iShares MSCI United Kingdom ETF
EWU
+$7.49M
5
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
+$6.99M

Top Sells

1
+$9.79M
2
+$8.42M
3
+$6.93M
4
EWI icon
iShares MSCI Italy ETF
EWI
+$6.11M
5
EWG icon
iShares MSCI Germany ETF
EWG
+$6.02M

Sector Composition

1 Technology 6.62%
2 Financials 2.71%
3 Communication Services 2.28%
4 Consumer Discretionary 1.77%
5 Healthcare 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$87.5K 0.02%
23,900
227
$83.6K 0.02%
11,063
228
$63.6K 0.01%
4,328
229
$57.3K 0.01%
11,935
230
$52.5K 0.01%
10,000
231
$50.5K 0.01%
10,300
232
$35.9K 0.01%
18,500
-900
233
$14.7K ﹤0.01%
10,366
+95
234
$14.3K ﹤0.01%
12,500
235
– –
-28,037
236
– –
-2,060
237
– –
-7,658
238
– –
-9,611
239
– –
-2,119
240
– –
-2,490
241
– –
-64,090
242
– –
-84,546
243
– –
-136,550
244
– –
-2,414
245
– –
-5,785
246
– –
-4,493
247
– –
-191,850
248
– –
-210,646
249
– –
-3,594
250
– –
-5,371
7 8 9
10
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