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
$560M
AUM Growth
+$64.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$20.4M
2
+$9.8M
3
+$9.49M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$9.33M
5
EWI icon
iShares MSCI Italy ETF
EWI
+$5.69M

Top Sells

1
+$10.5M
2
+$8.76M
3
+$8.6M
4
EWU icon
iShares MSCI United Kingdom ETF
EWU
+$7.92M
5
RWJ icon
Invesco S&P SmallCap 600 Revenue ETF
RWJ
+$7.43M

Sector Composition

1 Technology 6.34%
2 Financials 2.48%
3 Communication Services 2.33%
4 Healthcare 1.59%
5 Consumer Discretionary 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.33M 0.24%
48,164
+13,323
77
$1.31M 0.23%
3,436
+50
78
$1.28M 0.23%
31,311
+136
79
$1.28M 0.23%
+24,747
80
$1.28M 0.23%
32,251
+1,255
81
$1.27M 0.23%
31,906
+826
82
$1.25M 0.22%
7,440
+339
83
$1.25M 0.22%
18,660
+329
84
$1.24M 0.22%
22,039
+16,175
85
$1.21M 0.22%
13,665
86
$1.21M 0.22%
18,110
-157,236
87
$1.21M 0.22%
22,890
+16,317
88
$1.06M 0.19%
4,904
+500
89
$1.06M 0.19%
30,387
-227,387
90
$1.04M 0.19%
61,143
+3,394
91
$1.02M 0.18%
2,546
+266
92
$1.02M 0.18%
+22,501
93
$1.02M 0.18%
26,637
+105
94
$1.01M 0.18%
15,820
-273
95
$984K 0.18%
58,767
+28,520
96
$978K 0.17%
8,672
-3,575
97
$955K 0.17%
49,429
-11,509
98
$937K 0.17%
7,672
+133
99
$922K 0.16%
11,505
-687
100
$889K 0.16%
42,759
-18
2 3
4
5 6