OBWG
Onyx Bridge Wealth Group Portfolio holdings
AUM
$756M
1-Year Return
13.59%
This Quarter Return
+5.07%
1 Year Return
+13.59%
3 Year Return
+55.04%
5 Year Return
–
10 Year Return
–
AUM
$231M
AUM Growth
+$31.5M
(+16%)
Cap. Flow
+$24.3M
Cap. Flow
% of AUM
10.52%
Top 10 Holdings %
Top 10 Hldgs %
67.85%
Holding
147
New
33
Increased
60
Reduced
24
Closed
19
Top Buys
| 1 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
$20.6M |
| 2 |
Hartford Multifactor Developed Markets ex-US ETF
RODM
|
$18.8M |
| 3 |
iShares Core MSCI Total International Stock ETF
IXUS
|
$5.79M |
| 4 |
Aon
AON
|
$3.29M |
| 5 |
John Hancock Multifactor Mid Cap ETF
JHMM
|
$3.03M |
Top Sells
| 1 |
Vanguard Small-Cap ETF
VB
|
$15.7M |
| 2 |
SPDR Portfolio Emerging Markets ETF
SPEM
|
$15.2M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$9.54M |
| 4 |
Xtrackers USD High Yield Corporate Bond ETF
HYLB
|
$1.7M |
| 5 |
iShares Core 10+ Year USD Bond ETF
ILTB
|
$1.68M |
Sector Composition
| 1 | Technology | 4.66% |
| 2 | Financials | 4.08% |
| 3 | Communication Services | 2.16% |
| 4 | Consumer Discretionary | 1.86% |
| 5 | Industrials | 1% |
