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
$496M
AUM Growth
+$67.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$11.1M
3
+$10.4M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$8.33M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$8.19M

Top Sells

1
+$11.5M
2
+$9.95M
3
+$7.06M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$6.51M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$3.75M

Sector Composition

1 Technology 6.71%
2 Financials 2.6%
3 Communication Services 2.13%
4 Healthcare 1.72%
5 Consumer Discretionary 1.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$534K 0.11%
4,081
-412
127
$522K 0.11%
3,827
-248
128
$521K 0.11%
+18,845
129
$517K 0.1%
3,771
130
$508K 0.1%
30,247
-1,238
131
$502K 0.1%
8,417
132
$499K 0.1%
28,782
+848
133
$491K 0.1%
6,695
-205
134
$487K 0.1%
4,785
-959
135
$483K 0.1%
32,034
+29
136
$467K 0.09%
34,108
+1,090
137
$464K 0.09%
9,179
-2,900
138
$464K 0.09%
6,133
-204
139
$457K 0.09%
+12,673
140
$451K 0.09%
11,869
+5,200
141
$449K 0.09%
19,785
-235
142
$437K 0.09%
9,155
-521
143
$435K 0.09%
8,816
+327
144
$432K 0.09%
888
-1,080
145
$430K 0.09%
25,032
-2,485
146
$425K 0.09%
4,304
-10
147
$423K 0.09%
9,123
+3,079
148
$420K 0.08%
2,846
-4,104
149
$418K 0.08%
2,836
-1,840
150
$410K 0.08%
8,301
-140
4 5
6
7 8