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
$496M
AUM Growth
+$67.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$11.1M
3
+$10.4M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$8.33M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$8.19M

Top Sells

1
+$11.5M
2
+$9.95M
3
+$7.06M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$6.51M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$3.75M

Sector Composition

1 Technology 6.71%
2 Financials 2.6%
3 Communication Services 2.13%
4 Healthcare 1.72%
5 Consumer Discretionary 1.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.64M 0.33%
16,046
+71
52
$1.63M 0.33%
4,609
-813
53
$1.62M 0.33%
20,181
-18,319
54
$1.56M 0.31%
+32,422
55
$1.44M 0.29%
7,723
-243
56
$1.39M 0.28%
31,359
+5,864
57
$1.39M 0.28%
9,463
+45
58
$1.36M 0.27%
3,106
-4
59
$1.34M 0.27%
11,990
-2,550
60
$1.34M 0.27%
3,136
-118
61
$1.28M 0.26%
3,386
-52
62
$1.24M 0.25%
+18,331
63
$1.23M 0.25%
7,526
-20
64
$1.22M 0.25%
60,938
-3,269
65
$1.17M 0.24%
30,996
+3,292
66
$1.16M 0.23%
+31,175
67
$1.11M 0.22%
12,247
+463
68
$1.1M 0.22%
13,665
+234
69
$1.09M 0.22%
10,900
+268
70
$1.08M 0.22%
12,192
-572
71
$1.07M 0.22%
+82,643
72
$1.06M 0.21%
13,268
+3,065
73
$1.05M 0.21%
+43,521
74
$1.01M 0.2%
13,401
+9,082
75
$1.01M 0.2%
16,093
-212
1 2
3
4 5