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
$560M
AUM Growth
+$64.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$20.4M
2
+$9.8M
3
+$9.49M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$9.33M
5
EWI icon
iShares MSCI Italy ETF
EWI
+$5.69M

Top Sells

1
+$10.5M
2
+$8.76M
3
+$8.6M
4
EWU icon
iShares MSCI United Kingdom ETF
EWU
+$7.92M
5
RWJ icon
Invesco S&P SmallCap 600 Revenue ETF
RWJ
+$7.43M

Sector Composition

1 Technology 6.34%
2 Financials 2.48%
3 Communication Services 2.33%
4 Healthcare 1.59%
5 Consumer Discretionary 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.92M 0.88%
96,858
+35,131
27
$4.78M 0.85%
26,592
-369
28
$4.67M 0.84%
+150,998
29
$4.28M 0.76%
96,530
+87,407
30
$4.19M 0.75%
+62,383
31
$4.16M 0.74%
+110,590
32
$4.1M 0.73%
38,952
+35,424
33
$4.08M 0.73%
23,513
+606
34
$4.05M 0.72%
64,969
+54,359
35
$4.04M 0.72%
191,473
+157,599
36
$3.68M 0.66%
+83,469
37
$3.55M 0.63%
6,982
+582
38
$3.47M 0.62%
117,456
+98,611
39
$3.4M 0.61%
92,902
-235,136
40
$3.31M 0.59%
33,321
+3,984
41
$3.15M 0.56%
77,923
-183,796
42
$3.02M 0.54%
52,632
+6,039
43
$2.78M 0.5%
23,671
-74
44
$2.7M 0.48%
13,945
+3,205
45
$2.67M 0.48%
95,943
-1,966
46
$2.61M 0.47%
96,126
+11,472
47
$2.55M 0.46%
19,433
+267
48
$2.52M 0.45%
60,474
+4,295
49
$2.46M 0.44%
14,300
+80
50
$2.42M 0.43%
13,650
+2,254
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