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
301
– –
-956
302
– –
-10,200
303
– –
-8,440
304
– –
-1,429
305
– –
-13,601
306
– –
-41,810
307
– –
-21,683
308
– –
-10,168
309
– –
-3,770
310
– –
-333
311
– –
-2,977
9 10 11 12
13