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
276
$56.1K 0.01%
12,656
277
$54.7K 0.01%
10,654
278
$54.1K 0.01%
29,231
279
$42.3K 0.01%
18,400
280
$35.9K 0.01%
21,356
-9,350
281
$28.5K ﹤0.01%
15,000
282
$28.3K ﹤0.01%
333
283
$28.1K ﹤0.01%
11,950
284
$17.2K ﹤0.01%
12,400
+326
285
– –
-313
286
– –
-12,298
287
– –
-724
288
– –
-2,321
289
– –
-6,076
290
– –
-10,163
291
– –
-358
292
– –
-2,606
293
– –
-1,084
294
– –
-29,244
295
– –
-29,522
296
– –
-6,082
297
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-3,744
298
– –
-4,652
299
– –
-22,853
300
– –
-24,346
9 10 11
12
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