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
$663M
AUM Growth
+$54.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$12.7M
3
+$11.6M
4
SPHY icon
State Street SPDR Portfolio High Yield Bond ETF
SPHY
+$6.05M
5
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$5.8M

Top Sells

1
+$11.9M
2
+$11.7M
3
+$9.84M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$6.73M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$4.65M

Sector Composition

1 Technology 7.08%
2 Financials 2.24%
3 Communication Services 2.1%
4 Healthcare 1.62%
5 Consumer Discretionary 1.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.71M 0.41%
49,361
+9,022
52
$2.67M 0.4%
44,838
+8,164
53
$2.55M 0.38%
15,384
+1,039
54
$2.52M 0.38%
4,771
+1,297
55
$2.32M 0.35%
43,801
-2,811
56
$2.22M 0.33%
88,399
+5,650
57
$2.21M 0.33%
19,479
+8
58
$2.12M 0.32%
57,459
-121,503
59
$2.11M 0.32%
82,807
+423
60
$2.1M 0.32%
25,349
-1,329
61
$2.08M 0.31%
8,761
+12
62
$2.05M 0.31%
88,990
-1,879
63
$2.04M 0.31%
30,272
+15,739
64
$2.04M 0.31%
7,405
-81
65
$2.03M 0.31%
11,773
-27
66
$2.02M 0.3%
7,705
+209
67
$1.98M 0.3%
31,141
-622
68
$1.92M 0.29%
16,297
+145
69
$1.9M 0.29%
65,351
+16,092
70
$1.88M 0.28%
8,504
-106
71
$1.85M 0.28%
16,979
-3,103
72
$1.79M 0.27%
39,860
+2,696
73
$1.78M 0.27%
12,077
+13
74
$1.77M 0.27%
16,078
-1,076
75
$1.7M 0.26%
18,776
-509
1 2
3
4 5