OBWG

Onyx Bridge Wealth Group Portfolio holdings

AUM $930M
1-Year Est. Return 16.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$920M
AUM Growth
+$163M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$11.6M
3
+$9.59M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$9.54M
5
QDPL icon
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
QDPL
+$8.44M

Top Sells

1
+$12.4M
2
+$11.2M
3
+$10.8M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$8.41M
5
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$7.29M

Sector Composition

1 Technology 8.55%
2 Financials 2.65%
3 Communication Services 2.08%
4 Consumer Discretionary 1.35%
5 Healthcare 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$218K 0.02%
+4,757
327
$216K 0.02%
+1,431
328
$214K 0.02%
+2,404
329
$214K 0.02%
+5,194
330
$213K 0.02%
17,803
+264
331
$211K 0.02%
2,110
-21
332
$211K 0.02%
3,517
-1,185
333
$210K 0.02%
2,301
-2,256
334
$210K 0.02%
+2,180
335
$210K 0.02%
470
-7
336
$208K 0.02%
2,017
337
$207K 0.02%
+2,504
338
$206K 0.02%
+2,471
339
$206K 0.02%
1,570
-38
340
$203K 0.02%
2,017
341
$201K 0.02%
2,371
+112
342
$199K 0.02%
10,229
+145
343
$188K 0.02%
11,075
+325
344
$186K 0.02%
13,167
345
$183K 0.02%
28,867
+1,591
346
$167K 0.02%
10,000
347
$164K 0.02%
10,674
348
$159K 0.02%
10,000
349
$144K 0.02%
28,024
350
$141K 0.02%
13,881
+209
12 13
14
15 16