OBWG
Onyx Bridge Wealth Group Portfolio holdings
AUM
$756M
This Quarter Return
-10.68%
1 Year Return
+13.59%
3 Year Return
+55.04%
5 Year Return
–
10 Year Return
–
AUM
$224M
AUM Growth
+$224M
(-15%)
Cap. Flow
-$26.4M
Cap. Flow
% of AUM
-11.75%
Top 10 Holdings %
Top 10 Hldgs %
60.79%
Holding
192
New
33
Increased
53
Reduced
57
Closed
24
Top Buys
| 1 |
Vanguard Value ETF
VTV
|
$13.6M |
| 2 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$4.73M |
| 3 |
Energy Select Sector SPDR Fund
XLE
|
$4.42M |
| 4 |
iShares MSCI Japan ETF
EWJ
|
$4.35M |
| 5 |
iShares Core 1-5 Year USD Bond ETF
ISTB
|
$2.6M |
Top Sells
| 1 |
Vanguard Growth ETF
VUG
|
$29M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$11.3M |
| 3 |
SPDR Portfolio Emerging Markets ETF
SPEM
|
$7.28M |
| 4 |
iShares MSCI France ETF
EWQ
|
$6.67M |
| 5 |
Technology Select Sector SPDR Fund
XLK
|
$6.22M |
Sector Composition
| 1 | Technology | 5.34% |
| 2 | Financials | 3.12% |
| 3 | Consumer Discretionary | 1.98% |
| 4 | Healthcare | 1.96% |
| 5 | Communication Services | 1.87% |
