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
$246M
AUM Growth
+$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$7.88M
2
+$6.1M
3
+$5.6M
4
EWQ icon
iShares MSCI France ETF
EWQ
+$4.95M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$4.07M

Top Sells

1
+$5.27M
2
+$4.59M
3
+$4.41M
4
FJUN icon
FT Vest US Equity Buffer ETF June
FJUN
+$2.63M
5
UCON icon
First Trust Smith Unconstrained Bond ETF
UCON
+$2.46M

Sector Composition

1 Technology 5.65%
2 Financials 3.79%
3 Healthcare 2.32%
4 Communication Services 1.88%
5 Consumer Discretionary 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$285K 0.12%
17,044
-43,630
127
$283K 0.12%
3,304
-218
128
$280K 0.11%
3,342
-199
129
$279K 0.11%
25,605
130
$278K 0.11%
2,542
-24
131
$275K 0.11%
9,661
-17,947
132
$273K 0.11%
3,095
-601
133
$266K 0.11%
+844
134
$266K 0.11%
+2,148
135
$259K 0.11%
+6,232
136
$257K 0.1%
955
-34
137
$253K 0.1%
5,019
-192
138
$253K 0.1%
+8,285
139
$252K 0.1%
+6,082
140
$252K 0.1%
31,469
+20,000
141
$252K 0.1%
6,974
-10,587
142
$251K 0.1%
5,020
+21
143
$250K 0.1%
+2,717
144
$247K 0.1%
3,119
+133
145
$244K 0.1%
1,214
-3
146
$243K 0.1%
3,752
-18,736
147
$243K 0.1%
+8,225
148
$237K 0.1%
1,629
-679
149
$236K 0.1%
+7,547
150
$236K 0.1%
2,099
-82
4 5
6
7 8