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
$231M
AUM Growth
+$31.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$20.6M
2
+$18.8M
3
+$5.79M
4
AON icon
Aon
AON
+$3.29M
5
JHMM icon
John Hancock Multifactor Mid Cap ETF
JHMM
+$3.03M

Top Sells

1
+$15.7M
2
+$15.2M
3
+$9.54M
4
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
+$1.7M
5
ILTB icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$49K 0.02%
10,654
127
$27K 0.01%
11,100
128
$5K ﹤0.01%
404
129
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-24,977
130
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-6,772
131
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-1,245
132
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-2,106
133
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-2,000
134
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-3,218
135
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136
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-5,933
138
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-3,671
139
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-24,497
140
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141
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142
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-5,205
143
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-6,000
144
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-1,344
146
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147
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-2,608
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