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
$224M
AUM Growth
-$39.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$4.73M
3
+$4.42M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$4.35M
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$2.6M

Top Sells

1
+$29M
2
+$11.3M
3
+$7.28M
4
EWQ icon
iShares MSCI France ETF
EWQ
+$6.67M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$6.22M

Sector Composition

1 Technology 5.34%
2 Financials 3.12%
3 Consumer Discretionary 1.98%
4 Healthcare 1.96%
5 Communication Services 1.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.15M 0.51%
+75,981
27
$1.14M 0.51%
40,244
28
$1.1M 0.49%
9,555
-3,138
29
$1.09M 0.49%
3,627
+26
30
$1.08M 0.48%
+46,136
31
$1.03M 0.46%
3,780
+105
32
$994K 0.44%
6,187
+1,583
33
$975K 0.43%
46,881
-68
34
$960K 0.43%
8,450
-1,305
35
$895K 0.4%
20,125
-1,589
36
$887K 0.4%
+15,393
37
$882K 0.39%
6,878
-56
38
$806K 0.36%
+15,754
39
$791K 0.35%
2,240
+97
40
$778K 0.35%
4,605
41
$707K 0.32%
8,113
-1,809
42
$706K 0.31%
7,084
+1,123
43
$699K 0.31%
2,279
-44
44
$693K 0.31%
36,778
+6,261
45
$678K 0.3%
24,608
+5,602
46
$654K 0.29%
37,760
+3,530
47
$636K 0.28%
12,277
-1,249
48
$630K 0.28%
+5,138
49
$629K 0.28%
18,550
+10,382
50
$616K 0.27%
6,660
+47
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