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
$496M
AUM Growth
+$67.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$11.1M
3
+$10.4M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$8.33M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$8.19M

Top Sells

1
+$11.5M
2
+$9.95M
3
+$7.06M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$6.51M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$3.75M

Sector Composition

1 Technology 6.71%
2 Financials 2.6%
3 Communication Services 2.13%
4 Healthcare 1.72%
5 Consumer Discretionary 1.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1M 0.2%
+31,080
77
$999K 0.2%
25,945
+9,176
78
$995K 0.2%
34,841
+12,745
79
$994K 0.2%
14,314
+3,862
80
$981K 0.2%
26,532
+848
81
$967K 0.2%
1,836
+435
82
$942K 0.19%
57,749
-3,465
83
$928K 0.19%
5,922
+704
84
$923K 0.19%
27,110
-10,824
85
$899K 0.18%
3,575
+650
86
$896K 0.18%
9,854
+818
87
$877K 0.18%
9,321
+2,223
88
$877K 0.18%
9,629
-2,015
89
$871K 0.18%
16,856
-1,136
90
$866K 0.17%
7,539
+1,222
91
$857K 0.17%
42,777
+980
92
$842K 0.17%
4,404
-162
93
$838K 0.17%
27,299
+942
94
$831K 0.17%
22,157
-2,650
95
$820K 0.17%
2,366
-81
96
$817K 0.17%
1,689
-122
97
$813K 0.16%
2,280
-424
98
$797K 0.16%
31,761
+3,393
99
$774K 0.16%
21,251
-802
100
$772K 0.16%
4,984
+14
2 3
4
5 6