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
$428M
AUM Growth
+$9.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$10.5M
3
+$10.1M
4
EWU icon
iShares MSCI United Kingdom ETF
EWU
+$7.35M
5
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
+$6.91M

Top Sells

1
+$9.42M
2
+$8.29M
3
+$6.79M
4
EWI icon
iShares MSCI Italy ETF
EWI
+$6.11M
5
EWG icon
iShares MSCI Germany ETF
EWG
+$6.02M

Sector Composition

1 Technology 6.62%
2 Financials 2.71%
3 Communication Services 2.28%
4 Consumer Discretionary 1.77%
5 Healthcare 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$912K 0.21%
61,214
+1,470
77
$898K 0.21%
27,704
+691
78
$897K 0.21%
26,357
-9,003
79
$864K 0.2%
24,807
-468
80
$864K 0.2%
25,684
+12,698
81
$827K 0.19%
17,992
+2
82
$814K 0.19%
41,797
+2,407
83
$813K 0.19%
5,218
+178
84
$783K 0.18%
4,566
+24
85
$773K 0.18%
9,036
+49
86
$751K 0.18%
1,811
-39
87
$751K 0.18%
22,053
-100
88
$749K 0.18%
17,559
-2,458
89
$743K 0.17%
1,968
-90
90
$741K 0.17%
4,970
-703
91
$739K 0.17%
2,447
+156
92
$731K 0.17%
10,203
-480
93
$724K 0.17%
+16,858
94
$715K 0.17%
6,950
+1,234
95
$710K 0.17%
18,346
-800
96
$708K 0.17%
2,925
97
$706K 0.17%
1,401
+422
98
$701K 0.16%
35,620
-1,545
99
$701K 0.16%
3,364
+477
100
$699K 0.16%
37,326
+15,744
2 3
4
5 6