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
$560M
AUM Growth
+$64.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$20.4M
2
+$9.8M
3
+$9.49M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$9.33M
5
EWI icon
iShares MSCI Italy ETF
EWI
+$5.69M

Top Sells

1
+$10.5M
2
+$8.76M
3
+$8.6M
4
EWU icon
iShares MSCI United Kingdom ETF
EWU
+$7.92M
5
RWJ icon
Invesco S&P SmallCap 600 Revenue ETF
RWJ
+$7.43M

Sector Composition

1 Technology 6.34%
2 Financials 2.48%
3 Communication Services 2.33%
4 Healthcare 1.59%
5 Consumer Discretionary 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.29M 0.41%
47,385
+195
52
$2.13M 0.38%
4,816
+207
53
$2.04M 0.36%
7,435
-63
54
$2.02M 0.36%
12,173
+208
55
$2.02M 0.36%
84,613
+14,219
56
$2.01M 0.36%
+91,192
57
$1.99M 0.36%
+33,115
58
$1.97M 0.35%
+81,364
59
$1.94M 0.35%
27,084
+858
60
$1.9M 0.34%
8,796
+186
61
$1.86M 0.33%
72,339
-231,162
62
$1.82M 0.32%
17,994
-2,074
63
$1.81M 0.32%
18,492
+8,863
64
$1.74M 0.31%
16,066
+20
65
$1.64M 0.29%
12,210
+220
66
$1.64M 0.29%
+8,895
67
$1.63M 0.29%
3,479
+373
68
$1.58M 0.28%
19,231
-950
69
$1.54M 0.27%
9,533
+70
70
$1.52M 0.27%
7,602
-121
71
$1.51M 0.27%
16,257
+6,403
72
$1.47M 0.26%
3,174
+38
73
$1.47M 0.26%
+49,865
74
$1.45M 0.26%
8,673
+1,147
75
$1.42M 0.25%
12,076
+1,176
1 2
3
4 5