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
$251M
AUM Growth
+$4.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$9.54M
3
+$9.35M
4
EWG icon
iShares MSCI Germany ETF
EWG
+$5.71M
5
EWI icon
iShares MSCI Italy ETF
EWI
+$5.55M

Top Sells

1
+$18.3M
2
+$16.9M
3
+$6.64M
4
XDEC icon
FT Vest US Equity Enhance & Moderate Buffer ETF December
XDEC
+$6.24M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$5.92M

Sector Composition

1 Technology 7.18%
2 Financials 3.89%
3 Communication Services 2.21%
4 Healthcare 2.12%
5 Consumer Discretionary 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$591K 0.24%
26,145
+438
77
$590K 0.24%
1,912
-251
78
$589K 0.24%
12,260
+2,308
79
$567K 0.23%
3,558
+104
80
$554K 0.22%
10,200
81
$554K 0.22%
7,103
+561
82
$553K 0.22%
14,310
+2,480
83
$548K 0.22%
4,582
-22
84
$548K 0.22%
2,296
-10
85
$540K 0.22%
1,950
+520
86
$527K 0.21%
11,806
+1,370
87
$523K 0.21%
10,716
-516
88
$514K 0.21%
8,645
-918
89
$505K 0.2%
7,029
+574
90
$503K 0.2%
6,120
+1,105
91
$479K 0.19%
37,956
92
$477K 0.19%
4,903
+118
93
$475K 0.19%
2,238
+400
94
$465K 0.19%
7,036
+21
95
$443K 0.18%
6,475
+12
96
$431K 0.17%
4,153
-503
97
$423K 0.17%
8,576
-2,038
98
$421K 0.17%
10,320
+54
99
$421K 0.17%
3,248
+3
100
$421K 0.17%
+10,875
2 3
4
5 6