OBWG
Onyx Bridge Wealth Group Portfolio holdings
AUM
$756M
This Quarter Return
+7.12%
1 Year Return
+13.59%
3 Year Return
+55.04%
5 Year Return
–
10 Year Return
–
AUM
$246M
AUM Growth
+$246M
(+12%)
Cap. Flow
+$12.9M
Cap. Flow
% of AUM
5.23%
Top 10 Holdings %
Top 10 Hldgs %
53%
Holding
216
New
42
Increased
56
Reduced
65
Closed
32
Top Buys
Top Sells
| 1 |
iShares MSCI United Kingdom ETF
EWU
|
$5.27M |
| 2 |
Utilities Select Sector SPDR Fund
XLU
|
$4.59M |
| 3 |
Vanguard Small-Cap ETF
VB
|
$4.41M |
| 4 |
FT Vest US Equity Buffer ETF June
FJUN
|
$2.63M |
| 5 |
First Trust Smith Unconstrained Bond ETF
UCON
|
$2.46M |
Sector Composition
| 1 | Technology | 5.65% |
| 2 | Financials | 3.79% |
| 3 | Healthcare | 2.32% |
| 4 | Communication Services | 1.88% |
| 5 | Consumer Discretionary | 1.61% |
