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
$297M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$6.54M
3
+$5.72M
4
VTV icon
Vanguard Value ETF
VTV
+$5.18M
5
VUG icon
Vanguard Growth ETF
VUG
+$3.38M

Top Sells

1
+$13M
2
+$6.75M
3
+$3.43M
4
JHMM icon
John Hancock Multifactor Mid Cap ETF
JHMM
+$1.58M
5
RODM icon
Hartford Multifactor Developed Markets ex-US ETF
RODM
+$1.53M

Sector Composition

1 Technology 5.45%
2 Financials 3.82%
3 Communication Services 2.06%
4 Consumer Discretionary 1.92%
5 Healthcare 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$336K 0.11%
+6,115
102
$331K 0.11%
3,119
+234
103
$330K 0.11%
4,292
-238
104
$330K 0.11%
6,501
+468
105
$326K 0.11%
+3,105
106
$324K 0.11%
24,816
-2,500
107
$321K 0.11%
1,451
+184
108
$321K 0.11%
5,194
+969
109
$320K 0.11%
7,293
-8,710
110
$317K 0.11%
2,341
+47
111
$314K 0.11%
2,918
+131
112
$314K 0.11%
3,607
+339
113
$314K 0.11%
2,566
+348
114
$314K 0.11%
555
+118
115
$313K 0.11%
1,807
+57
116
$302K 0.1%
1,921
+33
117
$299K 0.1%
+4,369
118
$295K 0.1%
7,258
+10
119
$286K 0.1%
+16,281
120
$285K 0.1%
19,300
121
$281K 0.09%
3,334
-728
122
$280K 0.09%
+3,066
123
$277K 0.09%
1,091
+14
124
$275K 0.09%
2,233
-46
125
$274K 0.09%
6,025
-3
3 4
5
6 7