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
$428M
AUM Growth
+$9.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$10.5M
3
+$10.1M
4
EWU icon
iShares MSCI United Kingdom ETF
EWU
+$7.35M
5
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
+$6.91M

Top Sells

1
+$9.42M
2
+$8.29M
3
+$6.79M
4
EWI icon
iShares MSCI Italy ETF
EWI
+$6.11M
5
EWG icon
iShares MSCI Germany ETF
EWG
+$6.02M

Sector Composition

1 Technology 6.62%
2 Financials 2.71%
3 Communication Services 2.28%
4 Consumer Discretionary 1.77%
5 Healthcare 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.58M 0.37%
26,682
+116
52
$1.58M 0.37%
15,975
-181
53
$1.55M 0.36%
68,862
-5,554
54
$1.52M 0.35%
6,600
+656
55
$1.37M 0.32%
9,418
+317
56
$1.29M 0.3%
3,254
+122
57
$1.27M 0.3%
7,966
-216
58
$1.26M 0.3%
64,207
-1,797
59
$1.25M 0.29%
10,632
+69
60
$1.25M 0.29%
37,934
-25,336
61
$1.22M 0.29%
3,110
+702
62
$1.21M 0.28%
14,540
+3,180
63
$1.15M 0.27%
3,438
+92
64
$1.1M 0.26%
7,495
+823
65
$1.06M 0.25%
7,546
-274
66
$1.06M 0.25%
25,495
-7,390
67
$1.04M 0.24%
30,880
+6,721
68
$984K 0.23%
13,431
69
$966K 0.23%
12,764
-2,636
70
$959K 0.22%
16,305
-15,051
71
$957K 0.22%
+22,120
72
$955K 0.22%
11,784
+430
73
$948K 0.22%
11,644
+2,013
74
$947K 0.22%
2,704
+341
75
$937K 0.22%
15,621
-157,065
1 2
3
4 5