OBWG
Onyx Bridge Wealth Group Portfolio holdings
AUM
$756M
This Quarter Return
+3.44%
1 Year Return
+13.59%
3 Year Return
+55.04%
5 Year Return
–
10 Year Return
–
AUM
$200M
AUM Growth
+$200M
(+31%)
Cap. Flow
+$43.7M
Cap. Flow
% of AUM
21.87%
Top 10 Holdings %
Top 10 Hldgs %
69.7%
Holding
115
New
40
Increased
36
Reduced
18
Closed
1
Top Buys
| 1 |
iShares Core Total USD Bond Market ETF
IUSB
|
$17.1M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$3.82M |
| 3 |
Vanguard Small-Cap ETF
VB
|
$3.74M |
| 4 |
SPDR Portfolio Emerging Markets ETF
SPEM
|
$3.2M |
| 5 |
Schwab US Mid-Cap ETF
SCHM
|
$2.55M |
Top Sells
Sector Composition
| 1 | Technology | 4.1% |
| 2 | Financials | 2.61% |
| 3 | Communication Services | 2.23% |
| 4 | Consumer Discretionary | 2.2% |
| 5 | Energy | 0.76% |
