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
$609M
AUM Growth
+$49.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$4.52M
2
+$4.44M
3
+$4.27M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$3.89M
5
ICOW icon
Pacer Developed Markets International Cash Cows 100 ETF
ICOW
+$2.42M

Top Sells

1
+$5.25M
2
+$4.16M
3
+$3.85M
4
JHMM icon
John Hancock Multifactor Mid Cap ETF
JHMM
+$2.11M
5
EWW icon
iShares MSCI Mexico ETF
EWW
+$1.25M

Sector Composition

1 Technology 7.32%
2 Communication Services 2.22%
3 Financials 2.19%
4 Healthcare 1.5%
5 Consumer Discretionary 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$242K 0.04%
6,973
227
$242K 0.04%
4,821
+1
228
$237K 0.04%
6,058
-3,041
229
$236K 0.04%
+231
230
$235K 0.04%
1,155
+2
231
$234K 0.04%
986
232
$229K 0.04%
2,104
+45
233
$227K 0.04%
30,685
234
$227K 0.04%
345
-3
235
$226K 0.04%
+2,318
236
$225K 0.04%
2,460
+5
237
$220K 0.04%
+3,511
238
$219K 0.04%
+3,964
239
$217K 0.04%
494
+1
240
$215K 0.04%
+7,453
241
$214K 0.04%
10,869
-1,561
242
$213K 0.04%
+2,436
243
$212K 0.03%
4,993
-565
244
$210K 0.03%
+2,053
245
$209K 0.03%
2,558
246
$207K 0.03%
2,071
247
$206K 0.03%
1,966
248
$192K 0.03%
14,009
-6,088
249
$176K 0.03%
13,241
250
$169K 0.03%
25,000
8 9
10
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