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
251
$212K 0.03%
+1,429
252
$210K 0.03%
3,517
253
$210K 0.03%
2,321
+1
254
$209K 0.03%
500
+6
255
$209K 0.03%
+7,355
256
$208K 0.03%
5,796
-1,374
257
$206K 0.03%
+2,122
258
$206K 0.03%
1,977
+11
259
$204K 0.03%
2,037
260
$204K 0.03%
2,428
-560
261
$203K 0.03%
294
-53
262
$203K 0.03%
+956
263
$201K 0.03%
2,017
264
$199K 0.03%
25,000
265
$196K 0.03%
10,022
+140
266
$179K 0.03%
13,167
-74
267
$146K 0.02%
14,926
+252
268
$145K 0.02%
10,000
269
$144K 0.02%
13,242
+121
270
$132K 0.02%
18,999
271
$121K 0.02%
11,855
-207
272
$117K 0.02%
10,000
273
$100K 0.01%
26,549
274
$78.1K 0.01%
13,000
275
$76.5K 0.01%
17,556
-47
9 10
11
12 13