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
$231M
AUM Growth
+$31.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$20.6M
2
+$18.8M
3
+$5.79M
4
AON icon
Aon
AON
+$3.29M
5
JHMM icon
John Hancock Multifactor Mid Cap ETF
JHMM
+$3.03M

Top Sells

1
+$15.7M
2
+$15.2M
3
+$9.54M
4
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
+$1.7M
5
ILTB icon
iShares Core 10+ Year USD Bond ETF
ILTB
+$1.68M

Sector Composition

1 Technology 4.66%
2 Financials 4.08%
3 Communication Services 2.16%
4 Consumer Discretionary 1.86%
5 Industrials 1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$325K 0.14%
2,560
+240
77
$321K 0.14%
+8,824
78
$310K 0.13%
+6,739
79
$309K 0.13%
+8,136
80
$304K 0.13%
12,037
-136
81
$295K 0.13%
+1,029
82
$293K 0.13%
19,300
83
$285K 0.12%
2,531
+141
84
$285K 0.12%
+1,355
85
$282K 0.12%
+2,398
86
$282K 0.12%
+3,222
87
$281K 0.12%
8,768
+50
88
$277K 0.12%
+1,416
89
$275K 0.12%
+1,172
90
$267K 0.12%
2,268
+310
91
$263K 0.11%
+1,340
92
$262K 0.11%
2,279
+475
93
$259K 0.11%
2,055
+172
94
$258K 0.11%
+3,478
95
$255K 0.11%
712
+10
96
$250K 0.11%
3,203
-237
97
$244K 0.11%
+1,042
98
$241K 0.1%
+9,300
99
$240K 0.1%
+1,441
100
$236K 0.1%
5,378
+1,988
2 3
4
5 6