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
$231M
AUM Growth
+$31.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$20.6M
2
+$18.8M
3
+$5.79M
4
AON icon
Aon
AON
+$3.29M
5
JHMM icon
John Hancock Multifactor Mid Cap ETF
JHMM
+$3.03M

Top Sells

1
+$15.7M
2
+$15.2M
3
+$9.54M
4
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
+$1.7M
5
ILTB icon
iShares Core 10+ Year USD Bond ETF
ILTB
+$1.68M

Sector Composition

1 Technology 4.66%
2 Financials 4.08%
3 Communication Services 2.16%
4 Consumer Discretionary 1.86%
5 Industrials 1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$493K 0.21%
2,263
+774
52
$481K 0.21%
4,506
+228
53
$476K 0.21%
23,864
+1,230
54
$459K 0.2%
7,964
-11,340
55
$459K 0.2%
14,075
-7,759
56
$458K 0.2%
1,343
-544
57
$457K 0.2%
6,102
+537
58
$454K 0.2%
4,593
-2,280
59
$445K 0.19%
8,722
+4,636
60
$442K 0.19%
9,966
-343,193
61
$436K 0.19%
2,596
+284
62
$429K 0.19%
+4,991
63
$422K 0.18%
6,462
+1,621
64
$422K 0.18%
+20,804
65
$393K 0.17%
3,842
+730
66
$388K 0.17%
2,924
+575
67
$375K 0.16%
+20,640
68
$375K 0.16%
7,024
+1,410
69
$371K 0.16%
27,316
-300
70
$368K 0.16%
5,881
+63
71
$367K 0.16%
+3,138
72
$365K 0.16%
4,649
-1,386
73
$333K 0.14%
5,780
+487
74
$331K 0.14%
+1,488
75
$330K 0.14%
+16,697
1 2
3
4 5