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
$251M
AUM Growth
+$4.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$9.54M
3
+$9.35M
4
EWG icon
iShares MSCI Germany ETF
EWG
+$5.71M
5
EWI icon
iShares MSCI Italy ETF
EWI
+$5.55M

Top Sells

1
+$18.3M
2
+$16.9M
3
+$6.64M
4
XDEC icon
FT Vest US Equity Enhance & Moderate Buffer ETF December
XDEC
+$6.24M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$5.92M

Sector Composition

1 Technology 7.18%
2 Financials 3.89%
3 Communication Services 2.21%
4 Healthcare 2.12%
5 Consumer Discretionary 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$416K 0.17%
34,924
+917
102
$415K 0.17%
3,606
+14
103
$410K 0.16%
2,643
+464
104
$403K 0.16%
6,023
+127
105
$402K 0.16%
14,917
+3,774
106
$386K 0.15%
7,668
+35
107
$385K 0.15%
+11,315
108
$377K 0.15%
30,062
+3,432
109
$372K 0.15%
786
+85
110
$369K 0.15%
4,835
-1,727
111
$358K 0.14%
19,215
-2,277
112
$355K 0.14%
+751
113
$355K 0.14%
22,858
+5,814
114
$350K 0.14%
21,037
+133
115
$345K 0.14%
4,471
+1,129
116
$334K 0.13%
2,236
-192
117
$334K 0.13%
4,021
+926
118
$329K 0.13%
16,579
+114
119
$324K 0.13%
6,955
-641
120
$323K 0.13%
3,405
-350
121
$320K 0.13%
3,161
-73
122
$318K 0.13%
6,350
123
$316K 0.13%
4,837
+1,085
124
$315K 0.13%
1,541
+1
125
$314K 0.13%
633
-166
3 4
5
6 7