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
$428M
AUM Growth
+$9.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$10.5M
3
+$10.1M
4
EWU icon
iShares MSCI United Kingdom ETF
EWU
+$7.35M
5
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
+$6.91M

Top Sells

1
+$9.42M
2
+$8.29M
3
+$6.79M
4
EWI icon
iShares MSCI Italy ETF
EWI
+$6.11M
5
EWG icon
iShares MSCI Germany ETF
EWG
+$6.02M

Sector Composition

1 Technology 6.62%
2 Financials 2.71%
3 Communication Services 2.28%
4 Consumer Discretionary 1.77%
5 Healthcare 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$525K 0.12%
4,075
+46
127
$516K 0.12%
15,381
-75,064
128
$507K 0.12%
13,570
+6,650
129
$507K 0.12%
5,744
+900
130
$506K 0.12%
9,340
+1,850
131
$500K 0.12%
8,417
132
$490K 0.11%
32,005
-2,995
133
$485K 0.11%
4,752
-400
134
$481K 0.11%
4,493
+754
135
$477K 0.11%
3,771
136
$473K 0.11%
31,485
-5,680
137
$468K 0.11%
27,934
-269
138
$450K 0.11%
2,346
+83
139
$448K 0.1%
6,900
+24
140
$440K 0.1%
27,517
+5,000
141
$438K 0.1%
9,676
-543
142
$438K 0.1%
6,337
+14
143
$425K 0.1%
20,020
-260
144
$423K 0.1%
33,018
-492
145
$419K 0.1%
7,226
+1,457
146
$418K 0.1%
8,441
+16
147
$410K 0.1%
+4,181
148
$406K 0.09%
8,489
-56,120
149
$400K 0.09%
8,689
+245
150
$392K 0.09%
2,314
+281
4 5
6
7 8