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
$663M
AUM Growth
+$54.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$12.7M
3
+$11.6M
4
SPHY icon
State Street SPDR Portfolio High Yield Bond ETF
SPHY
+$6.05M
5
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$5.8M

Top Sells

1
+$11.9M
2
+$11.7M
3
+$9.84M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$6.73M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$4.65M

Sector Composition

1 Technology 7.08%
2 Financials 2.24%
3 Communication Services 2.1%
4 Healthcare 1.62%
5 Consumer Discretionary 1.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.66M 0.25%
9,608
+155
77
$1.59M 0.24%
15,238
-1,210
78
$1.57M 0.24%
7,411
-171
79
$1.53M 0.23%
28,525
+1,179
80
$1.51M 0.23%
+29,522
81
$1.47M 0.22%
12,508
+354
82
$1.45M 0.22%
2,935
-236
83
$1.44M 0.22%
3,414
-21
84
$1.44M 0.22%
46,205
-1,279
85
$1.39M 0.21%
14,036
+30
86
$1.37M 0.21%
33,262
-162,917
87
$1.36M 0.21%
5,604
+484
88
$1.28M 0.19%
65,391
+2,899
89
$1.27M 0.19%
9,752
+1,338
90
$1.26M 0.19%
29,244
-1,518
91
$1.22M 0.18%
2,648
+420
92
$1.17M 0.18%
9,654
+16
93
$1.17M 0.18%
31,445
-207
94
$1.16M 0.18%
+22,853
95
$1.13M 0.17%
+22,660
96
$1.09M 0.16%
15,137
-415
97
$1.07M 0.16%
23,378
-56,001
98
$1.06M 0.16%
30,193
+3,492
99
$1.05M 0.16%
20,647
-86
100
$1.05M 0.16%
24,346
-978
2 3
4
5 6