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
$663M
AUM Growth
+$54.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$12.7M
3
+$11.6M
4
SPHY icon
State Street SPDR Portfolio High Yield Bond ETF
SPHY
+$6.05M
5
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$5.8M

Top Sells

1
+$11.9M
2
+$11.7M
3
+$9.84M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$6.73M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$4.65M

Sector Composition

1 Technology 7.08%
2 Financials 2.24%
3 Communication Services 2.1%
4 Healthcare 1.62%
5 Consumer Discretionary 1.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$264K 0.04%
1,193
-49
227
$261K 0.04%
+7,170
228
$259K 0.04%
2,700
+264
229
$258K 0.04%
986
230
$248K 0.04%
5,933
-125
231
$247K 0.04%
4,824
+3
232
$242K 0.04%
932
-1,881
233
$239K 0.04%
4,729
-373
234
$238K 0.04%
30,111
-574
235
$237K 0.04%
2,583
-233
236
$237K 0.04%
6,973
237
$237K 0.04%
+7,959
238
$236K 0.04%
+478
239
$235K 0.04%
494
240
$233K 0.04%
4,037
+526
241
$230K 0.03%
2,523
-35
242
$230K 0.03%
7,453
243
$228K 0.03%
5,001
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244
$228K 0.03%
2,075
+4
245
$227K 0.03%
+1,914
246
$226K 0.03%
+2,321
247
$226K 0.03%
16,844
-142
248
$220K 0.03%
1,966
249
$219K 0.03%
+807
250
$216K 0.03%
+6,886
8 9
10
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