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
$694M
AUM Growth
+$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$13.2M
3
+$12M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$8.87M
5
ICVT icon
iShares Convertible Bond ETF
ICVT
+$7.11M

Top Sells

1
+$12.9M
2
+$11.6M
3
+$10.4M
4
VUG icon
Vanguard Growth ETF
VUG
+$7.73M
5
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$3.28M

Sector Composition

1 Technology 7.29%
2 Financials 2.33%
3 Communication Services 2.16%
4 Consumer Discretionary 1.59%
5 Healthcare 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$258K 0.04%
+9,643
227
$255K 0.04%
6,973
228
$253K 0.04%
2,523
229
$252K 0.04%
7,391
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230
$250K 0.04%
+10,575
231
$250K 0.04%
+1,375
232
$250K 0.04%
986
233
$248K 0.04%
10,045
-78,354
234
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812
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235
$238K 0.03%
2,598
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236
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+1,536
237
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526
238
$232K 0.03%
4,279
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239
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17,060
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240
$229K 0.03%
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241
$228K 0.03%
1,768
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242
$227K 0.03%
3,770
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243
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244
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5,979
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245
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246
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+6,641
247
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1,833
-242
248
$216K 0.03%
30,111
249
$215K 0.03%
342
-2
250
$212K 0.03%
20,205
-5,400
8 9
10
11 12