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
$694M
AUM Growth
+$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$13.2M
3
+$12M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$8.87M
5
ICVT icon
iShares Convertible Bond ETF
ICVT
+$7.11M

Top Sells

1
+$12.9M
2
+$11.6M
3
+$10.4M
4
VUG icon
Vanguard Growth ETF
VUG
+$7.73M
5
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$3.28M

Sector Composition

1 Technology 7.29%
2 Financials 2.33%
3 Communication Services 2.16%
4 Consumer Discretionary 1.59%
5 Healthcare 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.97M 0.43%
97,580
+1,852
52
$2.96M 0.43%
68,109
+2,196
53
$2.89M 0.42%
50,234
+5,396
54
$2.87M 0.41%
97,382
-988
55
$2.8M 0.4%
57,969
+35,309
56
$2.74M 0.39%
4,677
-281
57
$2.48M 0.36%
10,699
-1,074
58
$2.29M 0.33%
23,223
-33,347
59
$2.26M 0.33%
7,155
-250
60
$2.24M 0.32%
29,632
-1,813
61
$2.22M 0.32%
4,111
-660
62
$2.12M 0.31%
8,841
+80
63
$2.12M 0.31%
41,471
-2,330
64
$2.12M 0.3%
58,630
+1,171
65
$2.09M 0.3%
23,832
-1,517
66
$2.04M 0.29%
+57,978
67
$2.04M 0.29%
82,856
+49
68
$1.93M 0.28%
19,437
-42
69
$1.93M 0.28%
17,475
+496
70
$1.92M 0.28%
69,044
+3,693
71
$1.92M 0.28%
16,092
+14
72
$1.87M 0.27%
8,490
-14
73
$1.83M 0.26%
16,307
+10
74
$1.74M 0.25%
7,164
-247
75
$1.68M 0.24%
19,122
+346
1 2
3
4 5