OBWG

Onyx Bridge Wealth Group Portfolio holdings

AUM $930M
1-Year Est. Return 16.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$920M
AUM Growth
+$163M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$11.6M
3
+$9.59M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$9.54M
5
QDPL icon
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
QDPL
+$8.44M

Top Sells

1
+$12.4M
2
+$11.2M
3
+$10.8M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$8.41M
5
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$7.29M

Sector Composition

1 Technology 8.55%
2 Financials 2.65%
3 Communication Services 2.08%
4 Consumer Discretionary 1.35%
5 Healthcare 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.44M 0.27%
7,162
+292
77
$2.35M 0.26%
4,681
+1,686
78
$2.32M 0.25%
+23,106
79
$2.31M 0.25%
9,088
+737
80
$2.2M 0.24%
+41,992
81
$2.19M 0.24%
39,520
+10,384
82
$2.18M 0.24%
+4,766
83
$2.11M 0.23%
35,601
+30,706
84
$2.09M 0.23%
62,836
+18,485
85
$2.07M 0.23%
7,347
-642
86
$2.03M 0.22%
54,723
-775
87
$2M 0.22%
16,294
-19
88
$1.93M 0.21%
6,893
+8
89
$1.91M 0.21%
37,646
+17,753
90
$1.83M 0.2%
12,689
+81
91
$1.83M 0.2%
11,788
+573
92
$1.83M 0.2%
+68,089
93
$1.8M 0.2%
15,036
94
$1.79M 0.19%
21,302
+2,086
95
$1.79M 0.19%
4,776
+4,076
96
$1.69M 0.18%
123,160
+7,211
97
$1.65M 0.18%
3,549
-24
98
$1.63M 0.18%
34,991
-1,822
99
$1.62M 0.18%
+32,303
100
$1.62M 0.18%
10,555
+1,021
2 3
4
5 6