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
$697M
AUM Growth
+$2.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$12.2M
3
+$10.8M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$8.79M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$8.72M

Top Sells

1
+$12.7M
2
+$12.2M
3
+$9.43M
4
UAUG icon
Innovator US Equity Ultra Buffer ETF August
UAUG
+$7.79M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.38M

Sector Composition

1 Technology 6.31%
2 Financials 2.53%
3 Communication Services 1.94%
4 Healthcare 1.43%
5 Consumer Discretionary 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.72M 0.25%
113,646
+44,760
77
$1.72M 0.25%
15,532
-87
78
$1.69M 0.24%
37,177
-3,263
79
$1.68M 0.24%
9,856
+236
80
$1.62M 0.23%
9,694
-1,005
81
$1.62M 0.23%
18,074
-1,048
82
$1.61M 0.23%
2,939
-4
83
$1.55M 0.22%
12,310
+1,942
84
$1.54M 0.22%
19,209
-4,623
85
$1.53M 0.22%
6,903
-261
86
$1.52M 0.22%
9,565
-3
87
$1.46M 0.21%
3,467
+53
88
$1.45M 0.21%
35,505
+12,674
89
$1.44M 0.21%
2,712
+55
90
$1.4M 0.2%
12,870
-58,075
91
$1.4M 0.2%
5,231
92
$1.39M 0.2%
14,393
93
$1.34M 0.19%
11,294
-850
94
$1.25M 0.18%
20,863
+132
95
$1.19M 0.17%
5,671
+148
96
$1.18M 0.17%
64,269
+2,876
97
$1.16M 0.17%
30,935
+6,427
98
$1.12M 0.16%
15,047
+64
99
$1.12M 0.16%
29,995
-161,839
100
$1.05M 0.15%
49,985
2 3
4
5 6