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
$297M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$6.54M
3
+$5.72M
4
VTV icon
Vanguard Value ETF
VTV
+$5.18M
5
VUG icon
Vanguard Growth ETF
VUG
+$3.38M

Top Sells

1
+$13M
2
+$6.75M
3
+$3.43M
4
JHMM icon
John Hancock Multifactor Mid Cap ETF
JHMM
+$1.58M
5
RODM icon
Hartford Multifactor Developed Markets ex-US ETF
RODM
+$1.53M

Sector Composition

1 Technology 5.45%
2 Financials 3.82%
3 Communication Services 2.06%
4 Consumer Discretionary 1.92%
5 Healthcare 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$722K 0.24%
11,358
+768
52
$698K 0.24%
3,978
+1,203
53
$696K 0.23%
12,283
+323
54
$684K 0.23%
10,505
-529
55
$659K 0.22%
8,786
+3,127
56
$654K 0.22%
7,682
+322
57
$648K 0.22%
7,727
+12
58
$635K 0.21%
4,380
+1,180
59
$622K 0.21%
6,108
+957
60
$604K 0.2%
2,907
+221
61
$602K 0.2%
11,457
-4,030
62
$600K 0.2%
2,267
+731
63
$588K 0.2%
44,691
-1,550
64
$586K 0.2%
3,416
+559
65
$585K 0.2%
14,879
+7,321
66
$575K 0.19%
1,697
+169
67
$551K 0.19%
16,448
+6,113
68
$549K 0.19%
26,119
-2,707
69
$541K 0.18%
37,956
70
$534K 0.18%
14,028
71
$526K 0.18%
3,771
+1,764
72
$525K 0.18%
4,539
-50
73
$522K 0.18%
33,762
-5,175
74
$517K 0.17%
6,404
+553
75
$508K 0.17%
2,092
+199
1 2
3
4 5