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
$496M
AUM Growth
+$67.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$11.1M
3
+$10.4M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$8.33M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$8.19M

Top Sells

1
+$11.5M
2
+$9.95M
3
+$7.06M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$6.51M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$3.75M

Sector Composition

1 Technology 6.71%
2 Financials 2.6%
3 Communication Services 2.13%
4 Healthcare 1.72%
5 Consumer Discretionary 1.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.99M 1.01%
116,879
-453
27
$4.1M 0.83%
26,961
-2,150
28
$3.23M 0.65%
22,907
+575
29
$3.04M 0.61%
6,400
+388
30
$2.95M 0.6%
61,727
+39,607
31
$2.94M 0.59%
59,300
-5,580
32
$2.91M 0.59%
29,337
+3,728
33
$2.65M 0.53%
23,745
+2,480
34
$2.6M 0.52%
97,909
-4,552
35
$2.57M 0.52%
46,593
+513
36
$2.33M 0.47%
56,179
+10,293
37
$2.29M 0.46%
84,654
+2,915
38
$2.2M 0.44%
47,190
-7,127
39
$2.09M 0.42%
19,166
+83
40
$2.04M 0.41%
54,302
-187,816
41
$1.99M 0.4%
14,220
+1,771
42
$1.95M 0.39%
7,498
+898
43
$1.92M 0.39%
20,068
-6,152
44
$1.92M 0.39%
11,396
+3,901
45
$1.84M 0.37%
8,610
-447
46
$1.83M 0.37%
10,740
-198
47
$1.78M 0.36%
11,965
-841
48
$1.76M 0.36%
7,101
-334
49
$1.71M 0.34%
26,226
-456
50
$1.66M 0.34%
70,394
+1,532
1
2
3 4 5