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
$266M
AUM Growth
+$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$32.7M
2
+$31.5M
3
+$11.5M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$6.14M
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$4.59M

Top Sells

1
+$25.2M
2
+$24.9M
3
+$20.2M
4
ROUS icon
Hartford Multifactor US Equity ETF
ROUS
+$4.66M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$3.54M

Sector Composition

1 Technology 4.72%
2 Financials 4.32%
3 Communication Services 2.09%
4 Consumer Discretionary 1.92%
5 Healthcare 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$640K 0.24%
19,939
+5,864
52
$632K 0.24%
11,904
+4,880
53
$613K 0.23%
12,265
+7,671
54
$613K 0.23%
46,241
+154
55
$606K 0.23%
28,826
+4,962
56
$602K 0.23%
+7,715
57
$596K 0.22%
26,830
+6,190
58
$593K 0.22%
5,090
+99
59
$583K 0.22%
2,686
+423
60
$578K 0.22%
38,937
+265
61
$546K 0.21%
37,956
62
$536K 0.2%
7,360
+1,258
63
$523K 0.2%
+1,234
64
$519K 0.19%
14,028
65
$515K 0.19%
4,589
+83
66
$512K 0.19%
1,528
+185
67
$496K 0.19%
5,151
+30
68
$494K 0.19%
11,960
+6,561
69
$477K 0.18%
5,851
-6,962
70
$463K 0.17%
4,749
+156
71
$458K 0.17%
2,857
+261
72
$458K 0.17%
21,971
+1,167
73
$457K 0.17%
3,200
+640
74
$443K 0.17%
3,577
-265
75
$438K 0.16%
1,893
+405
1 2
3
4 5