OBWG

Onyx Bridge Wealth Group Portfolio holdings

AUM $930M
1-Year Est. Return 16.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.6%
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
+$19M
3
+$5.87M
4
AON icon
Aon
AON
+$3.47M
5
IXN icon
iShares Global Tech ETF
IXN
+$3.39M

Top Sells

1
+$16.2M
2
+$15.4M
3
+$9.43M
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%
8
129
– –
-2,106
130
– –
-24,977
131
– –
-13,544
132
– –
-4,980
133
– –
-2,000
134
– –
-3,218
135
– –
-11,010
136
– –
-5,325
137
– –
-5,933
138
– –
-3,671
139
– –
-24,497
140
– –
-3,800
141
– –
-5,292
142
– –
-5,205
143
– –
-6,000
144
– –
-2,408
145
– –
-1,344
146
– –
-3,512
147
– –
-2,608
2 3 4 5
6