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
$153M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$13.9M
3
+$13.6M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$11.8M
5
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
+$11.8M

Top Sells

No sells this quarter

Sector Composition

1 Technology 4.47%
2 Financials 2.71%
3 Communication Services 2.36%
4 Consumer Discretionary 1.55%
5 Energy 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$282K 0.18%
+19,300
52
$278K 0.18%
+5,305
53
$267K 0.17%
+494
54
$264K 0.17%
+8,959
55
$258K 0.17%
+2,140
56
$243K 0.16%
+888
57
$237K 0.16%
+3,824
58
$219K 0.14%
+5,349
59
$211K 0.14%
+1,958
60
$202K 0.13%
+2,300
61
$200K 0.13%
+2,564
62
$175K 0.11%
+5,542
63
$168K 0.11%
+12,409
64
$128K 0.08%
+11,819
65
$126K 0.08%
+18,302
66
$109K 0.07%
+23,725
67
$98K 0.06%
+11,063
68
$77K 0.05%
+12,270
69
$76K 0.05%
+2,836
70
$75K 0.05%
+21,400
71
$61K 0.04%
+14,764
72
$54K 0.04%
+10,300
73
$48K 0.03%
+11,177
74
$22K 0.01%
+11,100
75
$7K ﹤0.01%
+404
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