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
$496M
AUM Growth
+$67.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$11.1M
3
+$10.4M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$8.33M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$8.19M

Top Sells

1
+$11.5M
2
+$9.95M
3
+$7.06M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$6.51M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$3.75M

Sector Composition

1 Technology 6.71%
2 Financials 2.6%
3 Communication Services 2.13%
4 Healthcare 1.72%
5 Consumer Discretionary 1.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$717K 0.14%
33,874
+3,082
102
$700K 0.14%
16,591
-968
103
$695K 0.14%
10,200
104
$695K 0.14%
35,711
-1,615
105
$694K 0.14%
2,985
-379
106
$676K 0.14%
10,610
-277
107
$665K 0.13%
4,451
-43
108
$662K 0.13%
11,428
+129
109
$656K 0.13%
2,516
+170
110
$643K 0.13%
18,150
-196
111
$638K 0.13%
29,995
-5,625
112
$635K 0.13%
23,522
-1,134
113
$616K 0.12%
19,145
-3,090
114
$615K 0.12%
15,245
+117
115
$607K 0.12%
+18,938
116
$599K 0.12%
31,342
-832
117
$592K 0.12%
13,915
+333
118
$588K 0.12%
7,015
-77,682
119
$565K 0.11%
9,184
+495
120
$562K 0.11%
20,096
+8,020
121
$560K 0.11%
37,956
122
$549K 0.11%
13,518
-52
123
$548K 0.11%
19,042
+1,841
124
$543K 0.11%
6,620
-1,083
125
$535K 0.11%
897
-377
3 4
5
6 7