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
$224M
AUM Growth
-$39.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$4.73M
3
+$4.42M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$4.35M
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$2.6M

Top Sells

1
+$29M
2
+$11.3M
3
+$7.28M
4
EWQ icon
iShares MSCI France ETF
EWQ
+$6.67M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$6.22M

Sector Composition

1 Technology 5.34%
2 Financials 3.12%
3 Consumer Discretionary 1.98%
4 Healthcare 1.96%
5 Communication Services 1.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$304K 0.14%
25,313
+350
102
$302K 0.13%
+2,724
103
$301K 0.13%
+4,406
104
$300K 0.13%
+9,313
105
$299K 0.13%
+17,316
106
$298K 0.13%
+7,300
107
$296K 0.13%
1,873
-447
108
$290K 0.13%
+2,334
109
$288K 0.13%
2,986
-678
110
$278K 0.12%
24,616
-200
111
$277K 0.12%
2,657
-332
112
$274K 0.12%
2,566
113
$267K 0.12%
+775
114
$266K 0.12%
3,033
115
$265K 0.12%
6,213
-147
116
$265K 0.12%
1,043
-341
117
$264K 0.12%
9,891
-755
118
$263K 0.12%
1,868
-54
119
$262K 0.12%
1,549
-94
120
$252K 0.11%
+9,786
121
$249K 0.11%
7,436
-997
122
$247K 0.11%
4,860
-1,372
123
$240K 0.11%
1,615
-482
124
$239K 0.11%
1,220
-468
125
$238K 0.11%
+6,603
3 4
5
6 7