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
251
$215K 0.03%
+2,017
252
$214K 0.03%
344
-1
253
$211K 0.03%
3,517
-4,900
254
$209K 0.03%
+3,744
255
$208K 0.03%
+1,084
256
$207K 0.03%
+743
257
$206K 0.03%
+4,652
258
$205K 0.03%
9,882
-987
259
$205K 0.03%
+2,037
260
$203K 0.03%
2,606
-897
261
$203K 0.03%
2,320
+2
262
$187K 0.03%
13,241
263
$183K 0.03%
25,000
264
$182K 0.03%
13,121
-888
265
$154K 0.02%
14,674
+234
266
$140K 0.02%
12,062
267
$138K 0.02%
12,298
-1,306
268
$135K 0.02%
18,999
+250
269
$130K 0.02%
10,163
-2,550
270
$126K 0.02%
10,000
271
$118K 0.02%
17,603
-750
272
$114K 0.02%
26,549
273
$102K 0.02%
10,000
274
$87.8K 0.01%
13,000
275
$78.6K 0.01%
30,706
-16,417
8 9 10
11
12