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
251
$223K 0.03%
7,355
252
$222K 0.03%
17,290
+230
253
$220K 0.03%
+2,245
254
$219K 0.03%
1,836
+3
255
$217K 0.03%
8,601
-74,255
256
$217K 0.03%
3,636
-643
257
$215K 0.03%
2,628
-149,663
258
$214K 0.03%
+3,008
259
$210K 0.03%
3,517
260
$208K 0.03%
339
-3
261
$208K 0.03%
+2,657
262
$208K 0.03%
29,327
-784
263
$206K 0.03%
2,017
264
$205K 0.03%
2,037
265
$205K 0.03%
671
-26
266
$205K 0.03%
1,977
267
$204K 0.03%
308
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268
$203K 0.03%
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269
$200K 0.03%
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-551
270
$193K 0.03%
10,111
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271
$183K 0.03%
13,167
272
$171K 0.02%
26,171
+7,172
273
$163K 0.02%
25,000
274
$155K 0.02%
10,000
275
$151K 0.02%
15,162
+236
9 10
11
12 13