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
$694M
AUM Growth
+$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$13.2M
3
+$12M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$8.87M
5
ICVT icon
iShares Convertible Bond ETF
ICVT
+$7.11M

Top Sells

1
+$12.9M
2
+$11.6M
3
+$10.4M
4
VUG icon
Vanguard Growth ETF
VUG
+$7.73M
5
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$3.28M

Sector Composition

1 Technology 7.29%
2 Financials 2.33%
3 Communication Services 2.16%
4 Consumer Discretionary 1.59%
5 Healthcare 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.55M 1.09%
119,610
+28,316
27
$7.47M 1.08%
224,663
+36,089
28
$7.4M 1.07%
29,185
-577
29
$6.54M 0.94%
114,214
+4,853
30
$6.5M 0.94%
191,834
+18,856
31
$6.29M 0.91%
14,935
+161
32
$6.14M 0.88%
27,987
-63
33
$6.04M 0.87%
189,785
+11,892
34
$5.87M 0.85%
145,729
+15,141
35
$5.68M 0.82%
157,853
-12,258
36
$5.61M 0.81%
112,810
-430
37
$4.48M 0.65%
23,519
+161
38
$4.39M 0.63%
34,374
+2,933
39
$4.02M 0.58%
6,867
+410
40
$4.01M 0.58%
40,416
+1,972
41
$3.99M 0.57%
118,994
+28,123
42
$3.86M 0.56%
18,354
+776
43
$3.46M 0.5%
57,903
+1,983
44
$3.34M 0.48%
53,191
-98
45
$3.29M 0.47%
13,729
-34
46
$3.14M 0.45%
16,612
+1,228
47
$3.05M 0.44%
54,087
+4,726
48
$3.04M 0.44%
7,534
-171
49
$3.03M 0.44%
62,784
-267,518
50
$2.99M 0.43%
44,627
+14,355
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