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
$266M
AUM Growth
+$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$32.7M
2
+$31.5M
3
+$11.5M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$6.14M
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$4.59M

Top Sells

1
+$25.2M
2
+$24.9M
3
+$20.2M
4
ROUS icon
Hartford Multifactor US Equity ETF
ROUS
+$4.66M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$3.54M

Sector Composition

1 Technology 4.72%
2 Financials 4.32%
3 Communication Services 2.09%
4 Consumer Discretionary 1.92%
5 Healthcare 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$286K 0.11%
+2,787
102
$285K 0.11%
3,268
+46
103
$284K 0.11%
6,028
-711
104
$284K 0.11%
+1,888
105
$283K 0.11%
3,658
+225
106
$283K 0.11%
+2,624
107
$281K 0.11%
+13,091
108
$277K 0.1%
1,750
+353
109
$276K 0.1%
8,780
+12
110
$269K 0.1%
2,279
111
$268K 0.1%
+1,077
112
$266K 0.1%
5,471
+93
113
$260K 0.1%
10,051
-1,986
114
$260K 0.1%
+4,713
115
$259K 0.1%
+4,510
116
$259K 0.1%
2,218
-50
117
$258K 0.1%
7,248
+61
118
$257K 0.1%
1,330
-25
119
$255K 0.1%
+2,007
120
$250K 0.09%
392
+13
121
$248K 0.09%
+5,799
122
$246K 0.09%
5,875
123
$246K 0.09%
2,294
-104
124
$241K 0.09%
+4,225
125
$241K 0.09%
+4,070
3 4
5
6 7