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
$694M
AUM Growth
+$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$13.2M
3
+$12M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$8.87M
5
ICVT icon
iShares Convertible Bond ETF
ICVT
+$7.11M

Top Sells

1
+$12.9M
2
+$11.6M
3
+$10.4M
4
VUG icon
Vanguard Growth ETF
VUG
+$7.73M
5
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$3.28M

Sector Composition

1 Technology 7.29%
2 Financials 2.33%
3 Communication Services 2.16%
4 Consumer Discretionary 1.59%
5 Healthcare 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.67M 0.24%
11,524
-553
77
$1.66M 0.24%
63,622
-118,917
78
$1.62M 0.23%
40,440
+580
79
$1.61M 0.23%
9,620
+12
80
$1.56M 0.22%
30,018
+1,493
81
$1.55M 0.22%
2,943
+8
82
$1.47M 0.21%
6,074
+470
83
$1.45M 0.21%
3,414
84
$1.45M 0.21%
14,393
+357
85
$1.39M 0.2%
15,619
+381
86
$1.35M 0.19%
10,368
+616
87
$1.31M 0.19%
12,144
-364
88
$1.24M 0.18%
5,231
+6
89
$1.2M 0.17%
2,657
+9
90
$1.18M 0.17%
+44,872
91
$1.15M 0.17%
9,568
-86
92
$1.11M 0.16%
61,393
-3,998
93
$1.09M 0.16%
49,985
+919
94
$1.08M 0.16%
20,731
+84
95
$1.05M 0.15%
6,206
+544
96
$1.05M 0.15%
14,983
-154
97
$1.04M 0.15%
22,831
-547
98
$1.04M 0.15%
68,886
+7,729
99
$1.01M 0.15%
21,083
+8,661
100
$993K 0.14%
45,348
+1,739
2 3
4
5 6