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
$609M
AUM Growth
+$49.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$4.52M
2
+$4.44M
3
+$4.27M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$3.89M
5
ICOW icon
Pacer Developed Markets International Cash Cows 100 ETF
ICOW
+$2.42M

Top Sells

1
+$5.25M
2
+$4.16M
3
+$3.85M
4
JHMM icon
John Hancock Multifactor Mid Cap ETF
JHMM
+$2.11M
5
EWW icon
iShares MSCI Mexico ETF
EWW
+$1.25M

Sector Composition

1 Technology 7.32%
2 Communication Services 2.22%
3 Financials 2.19%
4 Healthcare 1.5%
5 Consumer Discretionary 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.41M 0.4%
19,471
+38
52
$2.27M 0.37%
46,612
-773
53
$2.24M 0.37%
40,339
+17,449
54
$2.14M 0.35%
26,678
-406
55
$2.09M 0.34%
20,082
+1,590
56
$2.08M 0.34%
36,674
+14,635
57
$2.04M 0.34%
90,869
-323
58
$2.02M 0.33%
82,749
+1,385
59
$2.02M 0.33%
82,384
-2,229
60
$1.99M 0.33%
31,763
-1,352
61
$1.96M 0.32%
7,486
+51
62
$1.91M 0.31%
8,749
-47
63
$1.89M 0.31%
11,800
-410
64
$1.89M 0.31%
12,064
-109
65
$1.76M 0.29%
16,152
+86
66
$1.74M 0.29%
66,039
-6,300
67
$1.74M 0.29%
3,474
-5
68
$1.7M 0.28%
17,154
-840
69
$1.68M 0.28%
8,514
-381
70
$1.62M 0.27%
19,285
+54
71
$1.56M 0.26%
9,453
-80
72
$1.55M 0.26%
7,582
-20
73
$1.53M 0.25%
37,164
+4,913
74
$1.49M 0.24%
8,610
-63
75
$1.48M 0.24%
7,496
+56
1 2
3
4 5