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
$266M
AUM Growth
+$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$32.7M
2
+$31.5M
3
+$11.5M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$6.14M
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$4.59M

Top Sells

1
+$25.2M
2
+$24.9M
3
+$20.2M
4
ROUS icon
Hartford Multifactor US Equity ETF
ROUS
+$4.66M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$3.54M

Sector Composition

1 Technology 4.72%
2 Financials 4.32%
3 Communication Services 2.09%
4 Consumer Discretionary 1.92%
5 Healthcare 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$237K 0.09%
+12,767
127
$237K 0.09%
9,300
128
$235K 0.09%
2,199
+130
129
$234K 0.09%
+7,892
130
$232K 0.09%
+545
131
$228K 0.09%
1,011
+60
132
$228K 0.09%
1,501
+60
133
$224K 0.08%
+2,766
134
$224K 0.08%
+4,655
135
$222K 0.08%
+2,272
136
$214K 0.08%
5,754
137
$213K 0.08%
1,042
138
$212K 0.08%
1,606
+190
139
$202K 0.08%
+437
140
$200K 0.08%
+9,916
141
$173K 0.07%
19,952
+2,000
142
$172K 0.06%
12,409
143
$156K 0.06%
+14,850
144
$146K 0.05%
+10,100
145
$141K 0.05%
11,819
146
$137K 0.05%
+11,390
147
$126K 0.05%
19,450
148
$118K 0.04%
+17,000
149
$117K 0.04%
11,688
150
$103K 0.04%
12,270
3 4 5
6
7