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
$231M
AUM Growth
+$31.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$20.6M
2
+$18.8M
3
+$5.79M
4
AON icon
Aon
AON
+$3.29M
5
JHMM icon
John Hancock Multifactor Mid Cap ETF
JHMM
+$3.03M

Top Sells

1
+$15.7M
2
+$15.2M
3
+$9.54M
4
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
+$1.7M
5
ILTB icon
iShares Core 10+ Year USD Bond ETF
ILTB
+$1.68M

Sector Composition

1 Technology 4.66%
2 Financials 4.08%
3 Communication Services 2.16%
4 Consumer Discretionary 1.86%
5 Industrials 1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.01M 0.44%
48,129
+1,752
27
$937K 0.41%
9,504
+378
28
$929K 0.4%
2,154
+285
29
$917K 0.4%
42,842
+6,817
30
$906K 0.39%
5,347
+661
31
$859K 0.37%
34,464
-1,408
32
$853K 0.37%
15,115
+639
33
$804K 0.35%
6,100
+600
34
$785K 0.34%
12,687
+2,765
35
$733K 0.32%
1,847
-24
36
$698K 0.3%
8,443
+3,458
37
$697K 0.3%
10,745
+2,993
38
$647K 0.28%
20,500
39
$599K 0.26%
46,087
+1,739
40
$597K 0.26%
10,412
+378
41
$595K 0.26%
4,351
42
$590K 0.26%
+62,964
43
$589K 0.25%
38,672
+3,496
44
$543K 0.23%
37,956
45
$510K 0.22%
1,585
+880
46
$509K 0.22%
+4,693
47
$508K 0.22%
2,367
-36
48
$507K 0.22%
+14,028
49
$505K 0.22%
6,438
+2,644
50
$494K 0.21%
5,121
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