OBWG
Onyx Bridge Wealth Group Portfolio holdings
AUM
$756M
This Quarter Return
+6.3%
1 Year Return
+13.59%
3 Year Return
+55.04%
5 Year Return
–
10 Year Return
–
AUM
$251M
AUM Growth
+$251M
(+1.9%)
Cap. Flow
-$2.08M
Cap. Flow
% of AUM
-0.83%
Top 10 Holdings %
Top 10 Hldgs %
45.24%
Holding
212
New
28
Increased
81
Reduced
57
Closed
25
Top Buys
| 1 |
Pacer US Cash Cows 100 ETF
COWZ
|
$18.2M |
| 2 |
Invesco S&P SmallCap 600 Revenue ETF
RWJ
|
$9.54M |
| 3 |
Xtrackers USD High Yield Corporate Bond ETF
HYLB
|
$9.35M |
| 4 |
iShares MSCI Germany ETF
EWG
|
$5.71M |
| 5 |
iShares MSCI Italy ETF
EWI
|
$5.55M |
Top Sells
Sector Composition
| 1 | Technology | 7.18% |
| 2 | Financials | 3.89% |
| 3 | Communication Services | 2.21% |
| 4 | Healthcare | 2.12% |
| 5 | Consumer Discretionary | 2.02% |
