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
$609M
AUM Growth
+$49.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$4.52M
2
+$4.44M
3
+$4.27M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$3.89M
5
ICOW icon
Pacer Developed Markets International Cash Cows 100 ETF
ICOW
+$2.42M

Top Sells

1
+$5.25M
2
+$4.16M
3
+$3.85M
4
JHMM icon
John Hancock Multifactor Mid Cap ETF
JHMM
+$2.11M
5
EWW icon
iShares MSCI Mexico ETF
EWW
+$1.25M

Sector Composition

1 Technology 7.32%
2 Communication Services 2.22%
3 Financials 2.19%
4 Healthcare 1.5%
5 Consumer Discretionary 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.68M 0.93%
126,419
+42,950
27
$5.58M 0.92%
159,912
+129,525
28
$5.37M 0.88%
114,767
-229
29
$5.26M 0.86%
27,200
+608
30
$4.98M 0.82%
162,612
+11,614
31
$4.98M 0.82%
158,447
+40,991
32
$4.65M 0.76%
68,175
+5,792
33
$4.38M 0.72%
40,862
+1,910
34
$4.34M 0.71%
23,637
+124
35
$4.27M 0.7%
67,927
+2,958
36
$4.27M 0.7%
+54,242
37
$4.23M 0.69%
76,801
-38,247
38
$4.21M 0.69%
200,243
+8,770
39
$3.58M 0.59%
6,585
-397
40
$3.35M 0.55%
33,737
+416
41
$3.18M 0.52%
79,379
+1,456
42
$3.16M 0.52%
16,024
+2,374
43
$3.12M 0.51%
52,441
-191
44
$2.92M 0.48%
24,659
+988
45
$2.84M 0.47%
65,996
+5,522
46
$2.77M 0.46%
95,896
-47
47
$2.74M 0.45%
13,526
-419
48
$2.7M 0.44%
97,516
+1,390
49
$2.61M 0.43%
14,345
+45
50
$2.47M 0.4%
4,891
+75
1
2
3 4 5