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
$697M
AUM Growth
+$2.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$12.2M
3
+$10.8M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$8.79M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$8.72M

Top Sells

1
+$12.7M
2
+$12.2M
3
+$9.43M
4
UAUG icon
Innovator US Equity Ultra Buffer ETF August
UAUG
+$7.79M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.38M

Sector Composition

1 Technology 6.31%
2 Financials 2.53%
3 Communication Services 1.94%
4 Healthcare 1.43%
5 Consumer Discretionary 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.99M 0.43%
61,223
+3,254
52
$2.97M 0.43%
51,985
+1,751
53
$2.94M 0.42%
56,804
+2,717
54
$2.77M 0.4%
98,915
+1,533
55
$2.71M 0.39%
47,228
-10,675
56
$2.61M 0.37%
16,903
+291
57
$2.6M 0.37%
4,507
-170
58
$2.56M 0.37%
7,308
+153
59
$2.08M 0.3%
57,647
-983
60
$2.08M 0.3%
4,039
-72
61
$2.06M 0.3%
8,302
-188
62
$1.99M 0.29%
23,588
-6,044
63
$1.99M 0.29%
19,407
+1,932
64
$1.96M 0.28%
16,205
-102
65
$1.96M 0.28%
37,328
+7,310
66
$1.94M 0.28%
7,469
-65
67
$1.92M 0.28%
11,498
-26
68
$1.9M 0.27%
8,560
-281
69
$1.85M 0.27%
+61,115
70
$1.85M 0.27%
6,411
+337
71
$1.84M 0.26%
36,095
-5,376
72
$1.81M 0.26%
+45,279
73
$1.8M 0.26%
78,709
+33,837
74
$1.8M 0.26%
16,065
-27
75
$1.75M 0.25%
19,495
+58
1 2
3
4 5