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
$231M
AUM Growth
+$31.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$20.6M
2
+$18.8M
3
+$5.79M
4
AON icon
Aon
AON
+$3.29M
5
JHMM icon
John Hancock Multifactor Mid Cap ETF
JHMM
+$3.03M

Top Sells

1
+$15.7M
2
+$15.2M
3
+$9.54M
4
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
+$1.7M
5
ILTB icon
iShares Core 10+ Year USD Bond ETF
ILTB
+$1.68M

Sector Composition

1 Technology 4.66%
2 Financials 4.08%
3 Communication Services 2.16%
4 Consumer Discretionary 1.86%
5 Industrials 1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$236K 0.1%
+7,187
102
$236K 0.1%
2,959
-1,551
103
$230K 0.1%
+8,982
104
$227K 0.1%
+3,433
105
$223K 0.1%
4,426
-1,018
106
$218K 0.09%
+1,397
107
$218K 0.09%
5,399
-2,360
108
$218K 0.09%
+2,069
109
$217K 0.09%
+4,594
110
$210K 0.09%
+2,200
111
$209K 0.09%
+5,754
112
$208K 0.09%
951
+18
113
$201K 0.09%
379
-22
114
$200K 0.09%
+807
115
$197K 0.09%
5,875
+333
116
$177K 0.08%
12,409
117
$160K 0.07%
17,952
-350
118
$141K 0.06%
11,819
119
$131K 0.06%
19,450
+1,650
120
$120K 0.05%
11,688
+625
121
$93K 0.04%
23,900
+2,500
122
$86K 0.04%
12,270
123
$77K 0.03%
3,003
+167
124
$69K 0.03%
11,550
+1,250
125
$57K 0.02%
14,075
-400
2 3 4
5
6