OBWG

Onyx Bridge Wealth Group Portfolio holdings

AUM $940M
1-Year Est. Return 16.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$428M
AUM Growth
+$9.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$11M
3
+$10.2M
4
EWU icon
iShares MSCI United Kingdom ETF
EWU
+$7.49M
5
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
+$6.99M

Top Sells

1
+$9.79M
2
+$8.42M
3
+$6.93M
4
EWI icon
iShares MSCI Italy ETF
EWI
+$6.11M
5
EWG icon
iShares MSCI Germany ETF
EWG
+$6.02M

Sector Composition

1 Technology 6.62%
2 Financials 2.71%
3 Communication Services 2.28%
4 Consumer Discretionary 1.77%
5 Healthcare 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-299
252
– –
-1,360
253
– –
-637
254
– –
-3,966
255
– –
-12,718
7 8 9 10
11