OBWG
Onyx Bridge Wealth Group Portfolio holdings
AUM
$920M
1-Year Est. Return
14.84%
1 Year Est. Return
+14.84%
AUM
$920M
AUM Growth
+$163M
(+22%)
Holding
381
Top Buys
| 1 | +$12.4M | |
| 2 | +$12.1M | |
| 3 | +$10.1M | |
| 4 |
FLXR
TCW Flexible Income ETF
FLXR
|
+$9.64M |
| 5 |
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
QDPL
|
+$8.69M |
Top Sells
| 1 | +$12.6M | |
| 2 | +$11.3M | |
| 3 | +$11M | |
| 4 |
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
|
+$8.63M |
| 5 |
Invesco S&P MidCap Quality ETF
XMHQ
|
+$7.44M |
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 | |
|---|---|---|---|---|---|---|
376
Astoria US Quality Kings ETF
ROE
$205M
| – | – |
-12,127
|
|
||
377
Invesco S&P SmallCap 600 Revenue ETF
RWJ
$1.7B
| – | – |
-24,150
|
|
||
378
SFL Corp
SFL
$1.12B
| – | – |
-11,855
|
|
||
379
Tortoise North American Pipeline Fund
TPYP
$708M
| – | – |
-6,621
|
|
||
380
First Trust Smith Unconstrained Bond ETF
UCON
$3.21B
| – | – |
-12,186
|
|