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
$224M
AUM Growth
-$39.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$4.73M
3
+$4.42M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$4.35M
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$2.6M

Top Sells

1
+$29M
2
+$11.3M
3
+$7.28M
4
EWQ icon
iShares MSCI France ETF
EWQ
+$6.67M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$6.22M

Sector Composition

1 Technology 5.34%
2 Financials 3.12%
3 Consumer Discretionary 1.98%
4 Healthcare 1.96%
5 Communication Services 1.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$605K 0.27%
12,532
+525
52
$587K 0.26%
20,770
+16,361
53
$586K 0.26%
30,277
+2,146
54
$572K 0.26%
25,920
+252
55
$554K 0.25%
2,309
+42
56
$548K 0.24%
11,281
-3,332
57
$541K 0.24%
5,265
-2,090
58
$538K 0.24%
7,533
+100
59
$538K 0.24%
1,482
-1,554
60
$534K 0.24%
98,940
+93,780
61
$532K 0.24%
10,859
-1,385
62
$527K 0.23%
3,409
-36,191
63
$526K 0.23%
28,578
-16,284
64
$518K 0.23%
+27,399
65
$515K 0.23%
10,052
-3,684
66
$502K 0.22%
10,200
-270
67
$497K 0.22%
3,829
+261
68
$495K 0.22%
+19,382
69
$494K 0.22%
34,632
+2,500
70
$479K 0.21%
37,956
71
$471K 0.21%
+9,468
72
$455K 0.2%
5,899
-2,197
73
$451K 0.2%
7,531
+125
74
$447K 0.2%
5,966
+131
75
$446K 0.2%
4,504
+151
1 2
3
4 5