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
$418M
AUM Growth
+$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$17.1M
3
+$16.1M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$12.9M
5
ICOW icon
Pacer Developed Markets International Cash Cows 100 ETF
ICOW
+$10.7M

Top Sells

1
+$9.56M
2
+$8.79M
3
+$8.67M
4
JHMM icon
John Hancock Multifactor Mid Cap ETF
JHMM
+$3.06M
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$2.89M

Sector Composition

1 Technology 6.95%
2 Financials 2.72%
3 Communication Services 2.29%
4 Healthcare 1.88%
5 Consumer Discretionary 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.63M 0.39%
16,156
+9,699
52
$1.62M 0.39%
26,566
+176
53
$1.54M 0.37%
+37,969
54
$1.54M 0.37%
5,350
+2,202
55
$1.52M 0.36%
+25,793
56
$1.5M 0.36%
+42,415
57
$1.49M 0.36%
10,210
+472
58
$1.41M 0.34%
5,944
+853
59
$1.4M 0.33%
32,885
-204
60
$1.38M 0.33%
+9,101
61
$1.34M 0.32%
11,182
+7,029
62
$1.33M 0.32%
8,182
+60
63
$1.29M 0.31%
+15,400
64
$1.27M 0.3%
66,004
+4,700
65
$1.23M 0.29%
3,132
+84
66
$1.19M 0.29%
35,360
-5,694
67
$1.18M 0.28%
15,467
+528
68
$1.17M 0.28%
18,817
-5
69
$1.15M 0.28%
54,876
-1,947
70
$1.15M 0.28%
+3,346
71
$1.13M 0.27%
10,563
+1,714
72
$1.12M 0.27%
23,942
-205,028
73
$1.05M 0.25%
14,401
+7,372
74
$1.05M 0.25%
7,820
+257
75
$1.02M 0.24%
20,017
-435
1 2
3
4 5