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
$697M
AUM Growth
+$2.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$12.2M
3
+$10.8M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$8.79M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$8.72M

Top Sells

1
+$12.7M
2
+$12.2M
3
+$9.43M
4
UAUG icon
Innovator US Equity Ultra Buffer ETF August
UAUG
+$7.79M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.38M

Sector Composition

1 Technology 6.31%
2 Financials 2.53%
3 Communication Services 1.94%
4 Healthcare 1.43%
5 Consumer Discretionary 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.7M 0.96%
+183,440
27
$6.64M 0.95%
117,627
+3,413
28
$6.64M 0.95%
+152,667
29
$6.24M 0.9%
+133,897
30
$6.13M 0.88%
56,516
-1,447
31
$5.69M 0.82%
15,148
+213
32
$5.68M 0.81%
+208,061
33
$5.39M 0.77%
110,571
-2,239
34
$5.37M 0.77%
187,842
+118,798
35
$5.35M 0.77%
117,090
-51,871
36
$5.33M 0.76%
28,007
+20
37
$4.86M 0.7%
37,695
+3,321
38
$4.49M 0.64%
125,825
+67,847
39
$4.32M 0.62%
43,407
+2,991
40
$4.13M 0.59%
131,841
+12,847
41
$4.12M 0.59%
44,984
+21,761
42
$4.11M 0.59%
+82,689
43
$4.09M 0.59%
7,320
+453
44
$3.93M 0.56%
84,929
-94,554
45
$3.7M 0.53%
23,656
+137
46
$3.61M 0.52%
18,687
+333
47
$3.55M 0.51%
53,459
+8,832
48
$3.44M 0.49%
14,018
+289
49
$3.36M 0.48%
76,471
+8,362
50
$3.12M 0.45%
104,963
+7,383
1
2
3 4 5