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
$251M
AUM Growth
+$4.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$9.54M
3
+$9.35M
4
EWG icon
iShares MSCI Germany ETF
EWG
+$5.71M
5
EWI icon
iShares MSCI Italy ETF
EWI
+$5.55M

Top Sells

1
+$18.3M
2
+$16.9M
3
+$6.64M
4
XDEC icon
FT Vest US Equity Enhance & Moderate Buffer ETF December
XDEC
+$6.24M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$5.92M

Sector Composition

1 Technology 7.18%
2 Financials 3.89%
3 Communication Services 2.21%
4 Healthcare 2.12%
5 Consumer Discretionary 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$308K 0.12%
32,310
+6,043
127
$306K 0.12%
26,254
+340
128
$300K 0.12%
867
+23
129
$299K 0.12%
4,314
-400
130
$291K 0.12%
4,540
-1,540
131
$289K 0.12%
21,280
+3,521
132
$287K 0.11%
1,889
-75
133
$281K 0.11%
7,438
-134,133
134
$277K 0.11%
+8,788
135
$276K 0.11%
4,972
+1,117
136
$275K 0.11%
24,116
137
$267K 0.11%
6,164
-4,488
138
$263K 0.11%
3,443
-949
139
$263K 0.1%
2,442
-100
140
$262K 0.1%
4,518
-501
141
$262K 0.1%
25,605
142
$261K 0.1%
2,969
-150
143
$253K 0.1%
+12,065
144
$249K 0.1%
3,197
-107
145
$245K 0.1%
6,475
+358
146
$245K 0.1%
8,562
-181
147
$243K 0.1%
31,469
148
$243K 0.1%
1,215
+1
149
$241K 0.1%
863
-92
150
$237K 0.09%
975
4 5
6
7 8