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
$200M
AUM Growth
+$47.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$3.82M
3
+$3.74M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$3.2M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$2.55M

Top Sells

1
+$9.47M
2
+$4.56M
3
+$953K
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$364K
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$201K

Sector Composition

1 Technology 4.1%
2 Financials 2.61%
3 Communication Services 2.23%
4 Consumer Discretionary 2.2%
5 Energy 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$438K 0.22%
6,035
52
$423K 0.21%
22,634
+282
53
$416K 0.21%
5,565
+648
54
$411K 0.21%
+4,985
55
$389K 0.19%
+4,739
56
$381K 0.19%
5,818
-4
57
$381K 0.19%
+5,292
58
$380K 0.19%
+2,312
59
$379K 0.19%
27,616
60
$379K 0.19%
+1,489
61
$350K 0.18%
4,510
-58,724
62
$345K 0.17%
+3,512
63
$332K 0.17%
+6,772
64
$312K 0.16%
4,841
+1,017
65
$310K 0.16%
+2,106
66
$300K 0.15%
+5,614
67
$299K 0.15%
2,349
+209
68
$299K 0.15%
19,300
69
$297K 0.15%
12,173
+14
70
$288K 0.14%
+3,794
71
$286K 0.14%
+5,205
72
$286K 0.14%
5,293
-12
73
$285K 0.14%
+1,344
74
$281K 0.14%
+7,759
75
$276K 0.14%
+1,245
1 2
3
4 5