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
$224M
AUM Growth
-$39.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$4.73M
3
+$4.42M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$4.35M
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$2.6M

Top Sells

1
+$29M
2
+$11.3M
3
+$7.28M
4
EWQ icon
iShares MSCI France ETF
EWQ
+$6.67M
5
XLK icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$437K 0.19%
3,325
77
$431K 0.19%
+10,660
78
$414K 0.18%
4,318
-265
79
$400K 0.18%
11,736
-213,509
80
$394K 0.18%
11,199
-25,156
81
$386K 0.17%
+7,835
82
$386K 0.17%
1,949
-99
83
$382K 0.17%
2,219
+29
84
$366K 0.16%
10,176
+2,402
85
$366K 0.16%
702
+12
86
$365K 0.16%
5,714
-1,028
87
$364K 0.16%
7,605
-395
88
$362K 0.16%
4,965
-153
89
$360K 0.16%
19,001
+7,516
90
$359K 0.16%
3,592
91
$354K 0.16%
1,659
+76
92
$336K 0.15%
7,790
+914
93
$335K 0.15%
4,172
+195
94
$330K 0.15%
5,895
+302
95
$326K 0.15%
3,602
+271
96
$319K 0.14%
602
-1
97
$315K 0.14%
+4,623
98
$313K 0.14%
1,093
+185
99
$311K 0.14%
25,605
100
$306K 0.14%
+19,638
2 3
4
5 6