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
$251M
AUM Growth
+$4.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$9.54M
3
+$9.35M
4
EWG icon
iShares MSCI Germany ETF
EWG
+$5.71M
5
EWI icon
iShares MSCI Italy ETF
EWI
+$5.55M

Top Sells

1
+$18.3M
2
+$16.9M
3
+$6.64M
4
XDEC icon
FT Vest US Equity Enhance & Moderate Buffer ETF December
XDEC
+$6.24M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$5.92M

Sector Composition

1 Technology 7.18%
2 Financials 3.89%
3 Communication Services 2.21%
4 Healthcare 2.12%
5 Consumer Discretionary 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.93M 0.77%
44,094
+35,130
27
$1.92M 0.77%
19,274
+13,296
28
$1.86M 0.74%
9,829
-19,083
29
$1.84M 0.73%
+59,888
30
$1.8M 0.72%
16,921
-412
31
$1.66M 0.66%
59,590
+550
32
$1.62M 0.65%
+69,300
33
$1.58M 0.63%
58,768
-7,635
34
$1.49M 0.6%
51,516
-584,296
35
$1.46M 0.58%
26,390
+287
36
$1.42M 0.57%
+33,089
37
$1.39M 0.55%
13,364
+156
38
$1.27M 0.51%
9,738
+176
39
$1.22M 0.49%
5,896
+448
40
$1.2M 0.48%
8,122
+8
41
$1.18M 0.47%
56,823
-18,041
42
$1.17M 0.47%
+18,822
43
$1.15M 0.46%
5,091
+108
44
$1.13M 0.45%
61,304
45
$1.11M 0.44%
41,054
+14,565
46
$1.11M 0.44%
3,048
-17
47
$1.09M 0.43%
2,651
-81
48
$1.08M 0.43%
+14,939
49
$1.07M 0.43%
20,452
-881
50
$991K 0.4%
7,563
+723
1
2
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