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
$251M
AUM Growth
+$4.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$9.54M
3
+$9.35M
4
EWG icon
iShares MSCI Germany ETF
EWG
+$5.71M
5
EWI icon
iShares MSCI Italy ETF
EWI
+$5.55M

Top Sells

1
+$18.3M
2
+$16.9M
3
+$6.64M
4
XDEC icon
FT Vest US Equity Enhance & Moderate Buffer ETF December
XDEC
+$6.24M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$5.92M

Sector Composition

1 Technology 7.18%
2 Financials 3.89%
3 Communication Services 2.21%
4 Healthcare 2.12%
5 Consumer Discretionary 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$970K 0.39%
8,849
-135
52
$961K 0.38%
2,993
+1
53
$947K 0.38%
24,356
+2,777
54
$926K 0.37%
20,638
+268
55
$853K 0.34%
8,522
+1,935
56
$815K 0.33%
2,925
-200
57
$814K 0.33%
21,467
-1,015
58
$812K 0.32%
4,434
59
$797K 0.32%
+9,992
60
$795K 0.32%
23,342
-2,342
61
$767K 0.31%
48,600
+4,007
62
$761K 0.3%
7,954
+826
63
$724K 0.29%
6,603
-274
64
$687K 0.27%
9,423
+1,498
65
$684K 0.27%
37,425
+4,084
66
$674K 0.27%
4,879
-132,616
67
$667K 0.27%
3,148
+82
68
$664K 0.27%
7,235
-79
69
$656K 0.26%
6,457
-82
70
$652K 0.26%
2,210
+140
71
$650K 0.26%
1,728
+90
72
$639K 0.26%
1,659
-160
73
$616K 0.25%
11,156
+19
74
$611K 0.24%
31,750
+2,255
75
$603K 0.24%
32,839
+184
1 2
3
4 5