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
251
$167K 0.03%
12,062
252
$164K 0.03%
12,713
253
$141K 0.02%
14,440
+138
254
$134K 0.02%
10,000
255
$131K 0.02%
13,604
-6,375
256
$131K 0.02%
47,123
-1,394
257
$127K 0.02%
18,749
258
$116K 0.02%
12,721
259
$108K 0.02%
10,000
260
$108K 0.02%
26,549
+150
261
$98.7K 0.02%
13,000
262
$76.3K 0.01%
18,353
263
$74.9K 0.01%
4,658
+58
264
$64.6K 0.01%
10,654
265
$57K 0.01%
333
266
$56.2K 0.01%
18,425
267
$48.2K 0.01%
12,756
-160
268
$24.3K ﹤0.01%
11,950
+500
269
$21.1K ﹤0.01%
12,074
+1,708
270
$15.3K ﹤0.01%
15,000
271
$7.54K ﹤0.01%
313
272
$6.82K ﹤0.01%
2,841
273
– –
-10,578
274
– –
-2,499
275
– –
-6,452
8 9 10
11
12