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
$297M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$6.54M
3
+$5.72M
4
VTV icon
Vanguard Value ETF
VTV
+$5.18M
5
VUG icon
Vanguard Growth ETF
VUG
+$3.38M

Top Sells

1
+$13M
2
+$6.75M
3
+$3.43M
4
JHMM icon
John Hancock Multifactor Mid Cap ETF
JHMM
+$1.58M
5
RODM icon
Hartford Multifactor Developed Markets ex-US ETF
RODM
+$1.53M

Sector Composition

1 Technology 5.45%
2 Financials 3.82%
3 Communication Services 2.06%
4 Consumer Discretionary 1.92%
5 Healthcare 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$274K 0.09%
+5,537
127
$267K 0.09%
1,077
+66
128
$267K 0.09%
+1,919
129
$262K 0.09%
13,241
+150
130
$255K 0.09%
2,215
+16
131
$252K 0.09%
1,074
-41
132
$249K 0.08%
5,200
+545
133
$245K 0.08%
7,260
-5,532
134
$244K 0.08%
1,042
135
$242K 0.08%
10,066
+15
136
$241K 0.08%
+1,305
137
$241K 0.08%
403
+11
138
$241K 0.08%
9,300
139
$230K 0.08%
+4,474
140
$228K 0.08%
1,531
+30
141
$224K 0.08%
+6,244
142
$221K 0.07%
5,754
143
$218K 0.07%
7,982
+90
144
$214K 0.07%
+2,115
145
$214K 0.07%
3,673
-397
146
$210K 0.07%
+1,200
147
$209K 0.07%
+1,233
148
$209K 0.07%
+564
149
$206K 0.07%
+725
150
$205K 0.07%
+4,121
4 5
6
7 8