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
$560M
AUM Growth
+$64.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$20.4M
2
+$9.8M
3
+$9.49M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$9.33M
5
EWI icon
iShares MSCI Italy ETF
EWI
+$5.69M

Top Sells

1
+$10.5M
2
+$8.76M
3
+$8.6M
4
EWU icon
iShares MSCI United Kingdom ETF
EWU
+$7.92M
5
RWJ icon
Invesco S&P SmallCap 600 Revenue ETF
RWJ
+$7.43M

Sector Composition

1 Technology 6.34%
2 Financials 2.48%
3 Communication Services 2.33%
4 Healthcare 1.59%
5 Consumer Discretionary 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$230K 0.04%
2,455
-89
227
$229K 0.04%
17,550
+436
228
$222K 0.04%
348
-18
229
$221K 0.04%
2,499
-28
230
$219K 0.04%
493
231
$218K 0.04%
5,558
-642
232
$218K 0.04%
30,685
233
$207K 0.04%
+2,558
234
$205K 0.04%
2,071
-1,771
235
$203K 0.04%
1,966
236
$201K 0.04%
+6,452
237
$192K 0.03%
42,475
+4,198
238
$178K 0.03%
19,979
-7,320
239
$172K 0.03%
13,241
240
$160K 0.03%
12,062
241
$153K 0.03%
48,517
+150
242
$150K 0.03%
25,000
243
$149K 0.03%
12,713
-2,550
244
$135K 0.02%
14,302
-5,122
245
$127K 0.02%
18,749
246
$114K 0.02%
13,000
+1,700
247
$112K 0.02%
+10,000
248
$109K 0.02%
333
+133
249
$108K 0.02%
12,721
250
$108K 0.02%
26,399
+3,499
8 9
10
11 12