OBWG

Onyx Bridge Wealth Group Portfolio holdings

AUM $920M
1-Year Est. Return 14.84%
This Quarter Est. Return
1 Year Est. Return
+14.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$496M
AUM Growth
+$67.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$11.1M
3
+$10.4M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$8.33M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$8.19M

Top Sells

1
+$11.5M
2
+$9.95M
3
+$7.06M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$6.51M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$3.75M

Sector Composition

1 Technology 6.71%
2 Financials 2.6%
3 Communication Services 2.13%
4 Healthcare 1.72%
5 Consumer Discretionary 1.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$209K 0.04%
+4,164
227
$209K 0.04%
17,114
+354
228
$207K 0.04%
+537
229
$204K 0.04%
+1,966
230
$203K 0.04%
+493
231
$188K 0.04%
38,277
+4,043
232
$186K 0.04%
19,424
+205
233
$176K 0.04%
+200
234
$167K 0.03%
15,263
235
$162K 0.03%
13,241
236
$162K 0.03%
48,367
+2,800
237
$136K 0.03%
12,062
-208
238
$123K 0.02%
25,000
239
$120K 0.02%
18,749
-1,000
240
$114K 0.02%
10,856
-196
241
$110K 0.02%
+7,376
242
$110K 0.02%
12,721
243
$86.1K 0.02%
22,900
-1,000
244
$76.6K 0.02%
10,654
245
$71.5K 0.01%
4,400
+72
246
$68.9K 0.01%
18,425
-75
247
$63.3K 0.01%
11,300
+1,300
248
$17K ﹤0.01%
10,366
249
$15.5K ﹤0.01%
12,500
250
$11.9K ﹤0.01%
+2,841
7 8 9
10
11