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
$266M
AUM Growth
+$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$32.7M
2
+$31.5M
3
+$11.5M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$6.14M
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$4.59M

Top Sells

1
+$25.2M
2
+$24.9M
3
+$20.2M
4
ROUS icon
Hartford Multifactor US Equity ETF
ROUS
+$4.66M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$3.54M

Sector Composition

1 Technology 4.72%
2 Financials 4.32%
3 Communication Services 2.09%
4 Consumer Discretionary 1.92%
5 Healthcare 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$436K 0.16%
+2,775
77
$431K 0.16%
8,335
-387
78
$429K 0.16%
+12,792
79
$428K 0.16%
+5,659
80
$424K 0.16%
+8,530
81
$421K 0.16%
+7,670
82
$417K 0.16%
4,443
+2,243
83
$407K 0.15%
3,554
+416
84
$390K 0.15%
8,427
+291
85
$389K 0.15%
6,001
+120
86
$379K 0.14%
+1,536
87
$373K 0.14%
1,115
+86
88
$365K 0.14%
27,316
89
$360K 0.14%
4,649
90
$350K 0.13%
17,624
+927
91
$349K 0.13%
4,530
+1,327
92
$348K 0.13%
2,885
+830
93
$343K 0.13%
1,549
+209
94
$339K 0.13%
+10,335
95
$321K 0.12%
6,033
+253
96
$315K 0.12%
4,062
+584
97
$294K 0.11%
+7,558
98
$292K 0.11%
1,267
+460
99
$290K 0.11%
19,300
100
$289K 0.11%
1,191
+19
2 3
4
5 6