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
$224M
AUM Growth
-$39.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$4.73M
3
+$4.42M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$4.35M
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$2.6M

Top Sells

1
+$29M
2
+$11.3M
3
+$7.28M
4
EWQ icon
iShares MSCI France ETF
EWQ
+$6.67M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$6.22M

Sector Composition

1 Technology 5.34%
2 Financials 3.12%
3 Consumer Discretionary 1.98%
4 Healthcare 1.96%
5 Communication Services 1.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$237K 0.11%
1,723
-2,737
127
$235K 0.1%
+2,079
128
$234K 0.1%
1,094
+2
129
$231K 0.1%
2,114
+95
130
$226K 0.1%
1,204
-616
131
$223K 0.1%
3,248
132
$219K 0.1%
19,300
133
$217K 0.1%
3,328
+74
134
$215K 0.1%
1,829
135
$214K 0.1%
4,803
-857
136
$213K 0.09%
20,602
-19,750
137
$213K 0.09%
14,491
138
$210K 0.09%
2,562
-1,568
139
$207K 0.09%
17,000
140
$203K 0.09%
5,537
-198
141
$202K 0.09%
+3,940
142
$192K 0.09%
17,768
+3,353
143
$187K 0.08%
+10,227
144
$182K 0.08%
13,310
-981
145
$177K 0.08%
+12,852
146
$173K 0.08%
12,488
147
$168K 0.07%
16,281
148
$142K 0.06%
+11,118
149
$128K 0.06%
11,316
-1,102
150
$123K 0.05%
12,721
4 5
6
7 8