OBWG
Onyx Bridge Wealth Group Portfolio holdings
AUM
$940M
1-Year Est. Return
16.2%
This Fund
S&P 500
1 Year Est. Return
+16.2%
AUM
$940M
AUM Growth
+$20.4M
(+2.2%)
Holding
390
Top Buys
| 1 | +$11.6M | |
| 2 | +$7.67M | |
| 3 | +$5.95M | |
| 4 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
+$5.83M |
| 5 |
Capital Group Dividend Value ETF
CGDV
|
+$5.72M |
Top Sells
| 1 | +$11.6M | |
| 2 | +$9.88M | |
| 3 | +$6.62M | |
| 4 |
iShares Russell Top 200 Growth ETF
IWY
|
+$5.51M |
| 5 |
iShares 0-1 Year Treasury Bond ETF
SHV
|
+$4.86M |
Sector Composition
| 1 | Technology | 8.18% |
| 2 | Financials | 2.58% |
| 3 | Communication Services | 2.23% |
| 4 | Healthcare | 2.03% |
| 5 | Consumer Discretionary | 1.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
376
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.32B
| – | – |
-11,075
|
|
||
377
Paychex
PAYX
$33.6B
| – | – |
-8,732
|
|
||
378
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
$3.58B
| – | – |
-8,206
|
|
||
379
iShares Russell 1000 Growth ETF
IWF
$117B
| – | – |
-900
|
|
||
380
iShares Russell 1000 Value ETF
IWD
$70.8B
| – | – |
-2,586
|
|
||
381
iShares Core S&P US Value ETF
IUSV
$25B
| – | – |
-2,110
|
|
||
382
Illinois Tool Works
ITW
$83.9B
| – | – |
-934
|
|
||
383
iShares International Small Cap Equity Factor ETF
ISCF
$621M
| – | – |
-5,194
|
|
||
384
iShares US Treasury Bond ETF
GOVT
$35.9B
| – | – |
-9,839
|
|
||
385
Pacer Global Cash Cows Dividend ETF
GCOW
$3.26B
| – | – |
-8,232
|
|
||
386
German American Bancorp
GABC
$1.55B
| – | – |
-6,781
|
|
||
387
First Trust Enhanced Short Maturity ETF
FTSM
$6.37B
| – | – |
-3,517
|
|
||
388
iShares MSCI France ETF
EWQ
$373M
| – | – |
-31,907
|
|
||
389
iShares MSCI Japan ETF
EWJ
$19.8B
| – | – |
-18,655
|
|