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
$200M
AUM Growth
+$47.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$3.82M
3
+$3.74M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$3.2M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$2.55M

Top Sells

1
+$9.47M
2
+$4.56M
3
+$953K
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$364K
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$201K

Sector Composition

1 Technology 4.1%
2 Financials 2.61%
3 Communication Services 2.23%
4 Consumer Discretionary 2.2%
5 Energy 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$274K 0.14%
8,718
-241
77
$273K 0.14%
+5,444
78
$272K 0.14%
5,325
-24
79
$260K 0.13%
+2,390
80
$256K 0.13%
+11,010
81
$253K 0.13%
3,440
+876
82
$239K 0.12%
2,320
+20
83
$237K 0.12%
+5,933
84
$235K 0.12%
+3,671
85
$232K 0.12%
+3,112
86
$225K 0.11%
3,800
-6,154
87
$224K 0.11%
+702
88
$222K 0.11%
+1,883
89
$219K 0.11%
+2,408
90
$215K 0.11%
+705
91
$213K 0.11%
1,958
92
$210K 0.11%
5,542
93
$209K 0.1%
+3,218
94
$209K 0.1%
401
-93
95
$208K 0.1%
+3,390
96
$206K 0.1%
+933
97
$206K 0.1%
+1,804
98
$201K 0.1%
+4,086
99
$201K 0.1%
+6,000
100
$169K 0.08%
12,409
1 2 3
4
5