OBWG
Onyx Bridge Wealth Group Portfolio holdings
AUM
$756M
1-Year Return
13.59%
This Quarter Return
-2.4%
1 Year Return
+13.59%
3 Year Return
+55.04%
5 Year Return
–
10 Year Return
–
AUM
$697M
AUM Growth
+$2.74M
(+0.39%)
Cap. Flow
+$17.9M
Cap. Flow
% of AUM
2.57%
Top 10 Holdings %
Top 10 Hldgs %
37.2%
Holding
311
New
27
Increased
129
Reduced
112
Closed
18
Top Buys
| 1 |
Vanguard Growth ETF
VUG
|
$14.5M |
| 2 |
iShares S&P 100 ETF
OEF
|
$12.2M |
| 3 |
Invesco Senior Loan ETF
BKLN
|
$10.8M |
| 4 |
Financial Select Sector SPDR Fund
XLF
|
$8.79M |
| 5 |
Utilities Select Sector SPDR Fund
XLU
|
$8.72M |
Top Sells
Sector Composition
| 1 | Technology | 6.31% |
| 2 | Financials | 2.53% |
| 3 | Communication Services | 1.94% |
| 4 | Healthcare | 1.43% |
| 5 | Consumer Discretionary | 1.3% |
