OBWG

Onyx Bridge Wealth Group Portfolio holdings

AUM $920M
1-Year Est. Return 14.84%
This Quarter Est. Return
1 Year Est. Return
+14.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$153M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$13.9M
3
+$13.6M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$11.8M
5
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
+$11.8M

Top Sells

No sells this quarter

Sector Composition

1 Technology 4.47%
2 Financials 2.71%
3 Communication Services 2.36%
4 Consumer Discretionary 1.55%
5 Energy 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$718K 0.47%
+31,572
27
$706K 0.46%
+3,897
28
$681K 0.45%
+3,819
29
$636K 0.42%
+20,500
30
$620K 0.41%
+1,805
31
$618K 0.4%
+10,517
32
$615K 0.4%
+9,954
33
$612K 0.4%
+4,816
34
$610K 0.4%
+1,632
35
$578K 0.38%
+2,457
36
$566K 0.37%
+6,840
37
$556K 0.36%
+44,348
38
$554K 0.36%
+4,351
39
$481K 0.32%
+37,956
40
$461K 0.3%
+5,260
41
$454K 0.3%
+7,546
42
$449K 0.29%
+5,121
43
$424K 0.28%
+34,976
44
$404K 0.26%
+6,035
45
$378K 0.25%
+22,352
46
$355K 0.23%
+4,917
47
$327K 0.21%
+7,930
48
$313K 0.21%
+5,822
49
$293K 0.19%
+27,616
50
$290K 0.19%
+12,159
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