OBWG
Onyx Bridge Wealth Group Portfolio holdings
AUM
$920M
1-Year Est. Return
14.84%
1 Year Est. Return
+14.84%
AUM
$756M
AUM Growth
+$59.1M
(+8.5%)
Holding
329
Top Buys
| 1 | +$15.1M | |
| 2 | +$11.1M | |
| 3 | +$10.6M | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$10.6M |
| 5 |
Capital Group Dividend Growers ETF
CGDG
|
+$9.6M |
Top Sells
| 1 | +$14.9M | |
| 2 | +$14.8M | |
| 3 | +$10.9M | |
| 4 |
Technology Select Sector SPDR Fund
XLK
|
+$10.9M |
| 5 |
iShares Convertible Bond ETF
ICVT
|
+$10M |
Sector Composition
| 1 | Technology | 6.9% |
| 2 | Financials | 2.36% |
| 3 | Communication Services | 2.01% |
| 4 | Consumer Discretionary | 1.33% |
| 5 | Healthcare | 1.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
326
iShares MSCI Germany ETF
EWG
$2.09B
| – | – |
-22,593
|
|
||
327
Innovator Emerging Markets Power Buffer ETF July
EJUL
$152M
| – | – |
-8,601
|
|
||
328
Innovator US Small Cap Power Buffer ETF July
KJUL
$157M
| – | – |
-98,915
|
|
||
329
Direxion Daily Healthcare Bull 3X Shares
CURE
$195M
| – | – |
-2,443
|
|