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
$697M
AUM Growth
+$2.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$12.2M
3
+$10.8M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$8.79M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$8.72M

Top Sells

1
+$12.7M
2
+$12.2M
3
+$9.43M
4
UAUG icon
Innovator US Equity Ultra Buffer ETF August
UAUG
+$7.79M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.38M

Sector Composition

1 Technology 6.31%
2 Financials 2.53%
3 Communication Services 1.94%
4 Healthcare 1.43%
5 Consumer Discretionary 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$268K 0.04%
1,355
-12
227
$263K 0.04%
8,975
+435
228
$262K 0.04%
+11,380
229
$260K 0.04%
2,443
230
$260K 0.04%
476
+14
231
$259K 0.04%
7,959
232
$258K 0.04%
1,846
+195
233
$254K 0.04%
+6,781
234
$254K 0.04%
7,647
+1,006
235
$253K 0.04%
1,728
+192
236
$251K 0.04%
3,540
-1,308
237
$250K 0.04%
10,575
238
$249K 0.04%
10,074
+29
239
$247K 0.04%
997
+11
240
$244K 0.04%
+8,484
241
$243K 0.03%
5,018
-16,065
242
$240K 0.03%
891
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243
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2,607
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244
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3,386
-7,478
245
$235K 0.03%
504
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246
$230K 0.03%
1,151
-142
247
$229K 0.03%
2,633
+205
248
$228K 0.03%
+1,485
249
$226K 0.03%
+1,067
250
$223K 0.03%
2,174
-88
8 9
10
11 12