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
276
$77.1K 0.01%
18,400
-25
277
$71.3K 0.01%
+29,231
278
$62K 0.01%
333
279
$58.5K 0.01%
10,654
280
$55.3K 0.01%
12,656
-100
281
$24.7K ﹤0.01%
11,950
282
$19.8K ﹤0.01%
15,000
283
$19.7K ﹤0.01%
12,074
284
$5.68K ﹤0.01%
313
285
– –
-68,175
286
– –
-4,658
287
– –
-2,500
288
– –
-2,460
289
– –
-12,721
290
– –
-11,336
291
– –
-8,514
292
– –
-3,964
293
– –
-2,841
294
– –
-11,000
295
– –
-1,153
296
– –
-2,104
297
– –
-10,364
298
– –
-31,169
8 9 10 11
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