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
$663M
AUM Growth
+$54.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$12.7M
3
+$11.6M
4
SPHY icon
State Street SPDR Portfolio High Yield Bond ETF
SPHY
+$6.05M
5
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$5.8M

Top Sells

1
+$11.9M
2
+$11.7M
3
+$9.84M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$6.73M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$4.65M

Sector Composition

1 Technology 7.08%
2 Financials 2.24%
3 Communication Services 2.1%
4 Healthcare 1.62%
5 Consumer Discretionary 1.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.05M 0.16%
20,816
-1,167
102
$1.02M 0.15%
5,225
103
$1.01M 0.15%
5,124
+23
104
$989K 0.15%
10,150
-789
105
$988K 0.15%
5,662
+557
106
$968K 0.15%
49,066
-159
107
$924K 0.14%
61,157
+16,213
108
$913K 0.14%
43,609
+531
109
$896K 0.14%
15,140
-991
110
$895K 0.13%
30,924
+5,802
111
$869K 0.13%
1,486
-25
112
$865K 0.13%
2,134
-30
113
$860K 0.13%
22,249
+843
114
$848K 0.13%
956
+406
115
$846K 0.13%
30,561
+189
116
$845K 0.13%
1,191
+256
117
$842K 0.13%
10,200
118
$835K 0.13%
37,959
+1,587
119
$835K 0.13%
5,490
-350
120
$835K 0.13%
5,150
+26
121
$827K 0.12%
11,381
-7,294
122
$803K 0.12%
8,348
-144
123
$797K 0.12%
900
+84
124
$792K 0.12%
15,311
-981
125
$756K 0.11%
48,760
+5,966
3 4
5
6 7