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OBWG
Onyx Bridge Wealth Group Portfolio holdings
AUM
$930M
1-Year Est. Return
16.6%
This Fund
S&P 500
This Quarter
Est. Return
-2.06%
1 Year Est. Return
+16.6%
3 Year Est. Return
+52.48%
5 Year Est. Return
+56.57%
10 Year Est. Return
–
AUM
$930M
AUM Growth
-$10.1M
(-1.1%)
Cap. Flow
+$15.8M
Cap. Flow
% of AUM
1.7%
Top 10 Holdings %
Top 10 Hldgs %
30.66%
Holding
391
New
25
Increased
171
Reduced
141
Closed
18
Top Buys
| 1 |
State Street Utilities Select Sector SPDR ETF
XLU
|
+$11M |
| 2 |
JPMorgan International Bond Opportunities ETF
JPIB
|
+$8.62M |
| 3 |
PGIM Ultra Short Bond ETF
PULS
|
+$8.29M |
| 4 |
Vanguard Growth ETF
VUG
|
+$6.81M |
| 5 |
Vanguard Mortgage-Backed Securities ETF
VMBS
|
+$4.91M |
Top Sells
| 1 |
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
|
+$11.6M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$9.93M |
| 3 |
Avantis US Small Cap Value ETF
AVUV
|
+$6.43M |
| 4 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
+$4.53M |
| 5 |
iShares S&P 100 ETF
OEF
|
+$3.26M |
Sector Composition
| 1 | Technology | 7.58% |
| 2 | Financials | 2.24% |
| 3 | Healthcare | 2.13% |
| 4 | Communication Services | 2.12% |
| 5 | Consumer Discretionary | 1.18% |
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