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
$246M
AUM Growth
+$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$7.88M
2
+$6.1M
3
+$5.6M
4
EWQ icon
iShares MSCI France ETF
EWQ
+$4.95M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$4.07M

Top Sells

1
+$5.27M
2
+$4.59M
3
+$4.41M
4
FJUN icon
FT Vest US Equity Buffer ETF June
FJUN
+$2.63M
5
UCON icon
First Trust Smith Unconstrained Bond ETF
UCON
+$2.46M

Sector Composition

1 Technology 5.65%
2 Financials 3.79%
3 Healthcare 2.32%
4 Communication Services 1.88%
5 Consumer Discretionary 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$507K 0.21%
13,906
-72,058
77
$495K 0.2%
4,785
+463
78
$485K 0.2%
10,436
+2,011
79
$476K 0.19%
6,542
-70
80
$475K 0.19%
9,952
-608
81
$470K 0.19%
+7,015
82
$466K 0.19%
13,479
+2,195
83
$464K 0.19%
11,830
+890
84
$463K 0.19%
10,200
85
$455K 0.19%
37,956
86
$453K 0.18%
10,652
+837
87
$441K 0.18%
+6,455
88
$440K 0.18%
3,245
-134
89
$437K 0.18%
+1,430
90
$428K 0.17%
+6,463
91
$421K 0.17%
34,007
+1,695
92
$409K 0.17%
5,015
-13,235
93
$408K 0.17%
3,592
94
$407K 0.17%
4,656
-567
95
$403K 0.16%
+8,964
96
$399K 0.16%
21,492
-11,064
97
$399K 0.16%
+3,066
98
$395K 0.16%
+20,904
99
$393K 0.16%
2,179
+78
100
$391K 0.16%
1,838
-21
2 3
4
5 6