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
$246M
AUM Growth
+$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$7.88M
2
+$6.1M
3
+$5.6M
4
EWQ icon
iShares MSCI France ETF
EWQ
+$4.95M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$4.07M

Top Sells

1
+$5.27M
2
+$4.59M
3
+$4.41M
4
FJUN icon
FT Vest US Equity Buffer ETF June
FJUN
+$2.63M
5
UCON icon
First Trust Smith Unconstrained Bond ETF
UCON
+$2.46M

Sector Composition

1 Technology 5.65%
2 Financials 3.79%
3 Healthcare 2.32%
4 Communication Services 1.88%
5 Consumer Discretionary 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$720K 0.29%
3,125
52
$697K 0.28%
6,539
-95
53
$697K 0.28%
7,128
+170
54
$691K 0.28%
4,604
55
$689K 0.28%
2,163
+877
56
$669K 0.27%
7,314
+764
57
$657K 0.27%
2,070
-31
58
$619K 0.25%
6,587
+2,029
59
$617K 0.25%
33,341
+1,241
60
$616K 0.25%
5,448
+1,470
61
$605K 0.25%
+32,655
62
$602K 0.24%
7,925
+124
63
$598K 0.24%
11,137
-698
64
$597K 0.24%
+16,312
65
$594K 0.24%
+5,978
66
$584K 0.24%
1,638
+202
67
$582K 0.24%
1,819
-109
68
$577K 0.23%
25,707
-369
69
$576K 0.23%
29,495
+2,174
70
$575K 0.23%
3,454
-88
71
$572K 0.23%
2,306
72
$569K 0.23%
9,563
+4,420
73
$553K 0.22%
11,232
-269
74
$523K 0.21%
10,266
-12
75
$522K 0.21%
10,614
+2,877
1 2
3
4 5