OBWG

Onyx Bridge Wealth Group Portfolio holdings

AUM $930M
1-Year Est. Return 16.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.6%
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
+$4.56M
2
+$4.26M
3
+$4.24M
4
SPEM icon
State Street SPDR Portfolio Emerging Markets ETF
SPEM
+$3.85M
5
ICOW icon
Pacer Developed Markets International Cash Cows 100 ETF
ICOW
+$2.55M

Top Sells

1
+$4.91M
2
+$4.16M
3
+$3.81M
4
JHMM icon
John Hancock Multifactor Mid Cap ETF
JHMM
+$2.12M
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
276
– –
-6,452
277
– –
-42,475
278
– –
-18,660
279
– –
-110,590
8 9 10 11
12