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
$428M
AUM Growth
+$9.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$10.5M
3
+$10.1M
4
EWU icon
iShares MSCI United Kingdom ETF
EWU
+$7.35M
5
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
+$6.91M

Top Sells

1
+$9.42M
2
+$8.29M
3
+$6.79M
4
EWI icon
iShares MSCI Italy ETF
EWI
+$6.11M
5
EWG icon
iShares MSCI Germany ETF
EWG
+$6.02M

Sector Composition

1 Technology 6.62%
2 Financials 2.71%
3 Communication Services 2.28%
4 Consumer Discretionary 1.77%
5 Healthcare 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.7M 0.86%
29,111
+1,173
27
$3.67M 0.86%
173,046
-4,094
28
$2.94M 0.69%
22,332
+234
29
$2.83M 0.66%
38,500
-11,229
30
$2.82M 0.66%
64,880
+2,980
31
$2.57M 0.6%
6,012
+134
32
$2.55M 0.6%
25,609
+1,176
33
$2.51M 0.59%
102,461
+15,170
34
$2.34M 0.55%
+46,080
35
$2.24M 0.52%
54,317
+180
36
$2.2M 0.51%
26,220
-5,222
37
$2.2M 0.51%
21,265
+5,170
38
$2.16M 0.5%
12,806
+265
39
$2.08M 0.49%
12,685
+326
40
$2.05M 0.48%
+81,739
41
$1.96M 0.46%
19,083
+377
42
$1.86M 0.44%
30,949
+5,156
43
$1.86M 0.43%
7,435
+1,001
44
$1.83M 0.43%
52,574
+10,159
45
$1.79M 0.42%
45,886
+1,024
46
$1.76M 0.41%
45,684
+7,715
47
$1.71M 0.4%
9,057
-62
48
$1.63M 0.38%
12,449
+1,267
49
$1.63M 0.38%
5,422
+72
50
$1.59M 0.37%
10,938
+728
1
2
3 4 5