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
$920M
AUM Growth
+$163M
(+22%)
Holding
381
Top Buys
| 1 | +$11.6M | |
| 2 | +$11.6M | |
| 3 | +$9.59M | |
| 4 |
iShares Russell Top 200 Growth ETF
IWY
|
+$9.54M |
| 5 |
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
QDPL
|
+$8.44M |
Top Sells
| 1 | +$12.4M | |
| 2 | +$11.2M | |
| 3 | +$10.8M | |
| 4 |
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
|
+$8.41M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
376
iShares MSCI Canada ETF
EWC
$4.36B
| – | – |
-26,087
|
|
||
377
Comcast
CMCSA
$113B
| – | – |
-6,050
|
|
||
378
Invesco Senior Loan ETF
BKLN
$6.34B
| – | – |
-11,413
|
|
||
379
State Street Health Care Select Sector SPDR ETF
XLV
$42B
| – | – |
-1,570
|
|
||
380
Energous
WATT
$25.2M
| – | – |
-434
|
|