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
$246M
AUM Growth
+$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$7.88M
2
+$6.1M
3
+$5.6M
4
EWQ icon
iShares MSCI France ETF
EWQ
+$4.95M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$4.07M

Top Sells

1
+$5.27M
2
+$4.59M
3
+$4.41M
4
FJUN icon
FT Vest US Equity Buffer ETF June
FJUN
+$2.63M
5
UCON icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$391K 0.16%
+7,970
102
$386K 0.16%
799
+54
103
$384K 0.16%
+7,633
104
$377K 0.15%
5,896
-952
105
$357K 0.15%
+6,080
106
$356K 0.14%
3,755
-992
107
$353K 0.14%
7,596
-3,303
108
$345K 0.14%
+26,630
109
$344K 0.14%
4,714
-269
110
$343K 0.14%
701
+28
111
$337K 0.14%
+16,465
112
$337K 0.14%
9,745
-1,648
113
$333K 0.14%
4,392
-762
114
$326K 0.13%
3,234
-96
115
$322K 0.13%
6,774
-908
116
$321K 0.13%
2,428
-139
117
$315K 0.13%
6,350
-855
118
$306K 0.12%
11,143
-25,713
119
$301K 0.12%
4,246
-64,638
120
$301K 0.12%
+8,743
121
$299K 0.12%
1,540
-399
122
$294K 0.12%
+6,562
123
$293K 0.12%
1,964
124
$286K 0.12%
24,116
+2,165
125
$286K 0.12%
25,914
+234
3 4
5
6 7