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
$609M
AUM Growth
+$49.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$4.52M
2
+$4.44M
3
+$4.27M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$3.89M
5
ICOW icon
Pacer Developed Markets International Cash Cows 100 ETF
ICOW
+$2.42M

Top Sells

1
+$5.25M
2
+$4.16M
3
+$3.85M
4
JHMM icon
John Hancock Multifactor Mid Cap ETF
JHMM
+$2.11M
5
EWW icon
iShares MSCI Mexico ETF
EWW
+$1.25M

Sector Composition

1 Technology 7.32%
2 Communication Services 2.22%
3 Financials 2.19%
4 Healthcare 1.5%
5 Consumer Discretionary 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.47M 0.24%
16,448
+191
77
$1.45M 0.24%
47,484
-2,381
78
$1.43M 0.23%
27,346
+2,599
79
$1.4M 0.23%
12,154
+78
80
$1.4M 0.23%
3,171
-3
81
$1.39M 0.23%
+45,895
82
$1.38M 0.23%
49,259
+1,095
83
$1.35M 0.22%
14,006
+341
84
$1.34M 0.22%
3,435
-1
85
$1.31M 0.22%
31,169
-737
86
$1.26M 0.21%
18,675
+565
87
$1.22M 0.2%
30,762
-549
88
$1.15M 0.19%
62,492
+1,349
89
$1.1M 0.18%
5,120
+216
90
$1.06M 0.17%
5,840
+993
91
$1.06M 0.17%
21,983
-518
92
$1.03M 0.17%
8,414
+742
93
$1.02M 0.17%
+25,324
94
$1.01M 0.17%
15,552
-268
95
$977K 0.16%
9,638
+820
96
$971K 0.16%
49,225
-204
97
$944K 0.16%
20,733
+1,072
98
$940K 0.15%
5,225
+1,650
99
$923K 0.15%
+14,533
100
$916K 0.15%
10,939
-566
2 3
4
5 6