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
$428M
AUM Growth
+$9.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$10.5M
3
+$10.1M
4
EWU icon
iShares MSCI United Kingdom ETF
EWU
+$7.35M
5
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
+$6.91M

Top Sells

1
+$9.42M
2
+$8.29M
3
+$6.79M
4
EWI icon
iShares MSCI Italy ETF
EWI
+$6.11M
5
EWG icon
iShares MSCI Germany ETF
EWG
+$6.02M

Sector Composition

1 Technology 6.62%
2 Financials 2.71%
3 Communication Services 2.28%
4 Consumer Discretionary 1.77%
5 Healthcare 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$674K 0.16%
22,235
+14,785
102
$657K 0.15%
7,098
+1,368
103
$652K 0.15%
6,317
+1,231
104
$650K 0.15%
+1,274
105
$646K 0.15%
30,792
-24,084
106
$644K 0.15%
10,887
-7,930
107
$640K 0.15%
28,368
+2,115
108
$640K 0.15%
8,624
-6,843
109
$636K 0.15%
15,128
+974
110
$629K 0.15%
+16,769
111
$627K 0.15%
+10,452
112
$624K 0.15%
7,703
+871
113
$620K 0.14%
4,494
-546
114
$610K 0.14%
13,780
+2,134
115
$608K 0.14%
22,096
-301,284
116
$608K 0.14%
24,656
+53
117
$605K 0.14%
11,299
+47
118
$590K 0.14%
10,200
119
$575K 0.13%
12,079
+1,615
120
$573K 0.13%
32,174
+502
121
$573K 0.13%
13,582
-1,149
122
$571K 0.13%
17,201
+1,852
123
$548K 0.13%
+4,676
124
$534K 0.12%
2,278
+499
125
$526K 0.12%
37,956
3 4
5
6 7