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
$266M
AUM Growth
+$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$32.7M
2
+$31.5M
3
+$11.5M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$6.14M
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$4.59M

Top Sells

1
+$25.2M
2
+$24.9M
3
+$20.2M
4
ROUS icon
Hartford Multifactor US Equity ETF
ROUS
+$4.66M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$3.54M

Sector Composition

1 Technology 4.72%
2 Financials 4.32%
3 Communication Services 2.09%
4 Consumer Discretionary 1.92%
5 Healthcare 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.14M 0.43%
8,595
+897
27
$1.14M 0.43%
36,350
+15,850
28
$1.1M 0.41%
48,178
+49
29
$1.1M 0.41%
2,950
+2,238
30
$1.08M 0.41%
2,633
+786
31
$1.08M 0.41%
13,541
+7,103
32
$1.03M 0.39%
19,860
+4,745
33
$932K 0.35%
5,652
+305
34
$906K 0.34%
6,662
+3,738
35
$896K 0.34%
46,814
+3,972
36
$881K 0.33%
6,160
+60
37
$867K 0.33%
34,472
+8
38
$825K 0.31%
10,599
+7,640
39
$822K 0.31%
15,487
-380,884
40
$802K 0.3%
2,766
+399
41
$796K 0.3%
9,708
+1,265
42
$753K 0.28%
11,581
+836
43
$748K 0.28%
6,935
+2,242
44
$724K 0.27%
11,389
+4,927
45
$694K 0.26%
1,956
+371
46
$694K 0.26%
4,598
+247
47
$663K 0.25%
10,590
+178
48
$660K 0.25%
16,003
-113,076
49
$653K 0.25%
11,034
-51,930
50
$644K 0.24%
+3,365
1
2
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