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
$663M
AUM Growth
+$54.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$12.7M
3
+$11.6M
4
SPHY icon
State Street SPDR Portfolio High Yield Bond ETF
SPHY
+$6.05M
5
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$5.8M

Top Sells

1
+$11.9M
2
+$11.7M
3
+$9.84M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$6.73M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$4.65M

Sector Composition

1 Technology 7.08%
2 Financials 2.24%
3 Communication Services 2.1%
4 Healthcare 1.62%
5 Consumer Discretionary 1.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.19M 0.93%
109,361
+1,210
27
$6.14M 0.93%
54,362
+13,500
28
$6.06M 0.91%
91,294
+23,367
29
$6.05M 0.91%
+251,661
30
$6.02M 0.91%
177,893
+15,281
31
$5.8M 0.87%
+56,570
32
$5.5M 0.83%
113,240
-1,527
33
$5.42M 0.82%
+130,588
34
$5.23M 0.79%
28,050
+850
35
$5.03M 0.76%
182,539
+116,500
36
$4.95M 0.75%
104,823
+92,992
37
$4.03M 0.61%
31,441
+6,782
38
$3.91M 0.59%
23,358
-279
39
$3.83M 0.58%
38,444
+4,707
40
$3.7M 0.56%
6,457
-128
41
$3.59M 0.54%
15,921
-51,989
42
$3.53M 0.53%
17,578
+1,554
43
$3.37M 0.51%
55,920
-20,881
44
$3.24M 0.49%
53,289
+848
45
$2.97M 0.45%
65,913
-83
46
$2.93M 0.44%
90,871
+44,976
47
$2.9M 0.44%
13,763
+237
48
$2.87M 0.43%
98,370
+854
49
$2.86M 0.43%
95,728
-168
50
$2.84M 0.43%
4,958
+67
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