OBWG
Onyx Bridge Wealth Group Portfolio holdings
AUM
$756M
This Quarter Return
+6.02%
1 Year Return
+13.59%
3 Year Return
+55.04%
5 Year Return
–
10 Year Return
–
AUM
$663M
AUM Growth
+$663M
(+8.9%)
Cap. Flow
+$25.1M
Cap. Flow
% of AUM
3.79%
Top 10 Holdings %
Top 10 Hldgs %
38.68%
Holding
299
New
26
Increased
128
Reduced
103
Closed
14
Top Buys
| 1 |
Utilities Select Sector SPDR Fund
XLU
|
$12.7M |
| 2 |
Industrial Select Sector SPDR Fund
XLI
|
$12.7M |
| 3 |
Health Care Select Sector SPDR Fund
XLV
|
$11.6M |
| 4 |
SPDR Portfolio High Yield Bond ETF
SPHY
|
$6.05M |
| 5 |
Invesco S&P MidCap Quality ETF
XMHQ
|
$5.8M |
Top Sells
| 1 |
The Communication Services Select Sector SPDR Fund
XLC
|
$11.9M |
| 2 |
Technology Select Sector SPDR Fund
XLK
|
$11.7M |
| 3 |
Energy Select Sector SPDR Fund
XLE
|
$9.84M |
| 4 |
SPDR Portfolio Emerging Markets ETF
SPEM
|
$6.73M |
| 5 |
iShares MSCI Japan ETF
EWJ
|
$4.65M |
Sector Composition
| 1 | Technology | 7.08% |
| 2 | Financials | 2.24% |
| 3 | Communication Services | 2.1% |
| 4 | Healthcare | 1.62% |
| 5 | Consumer Discretionary | 1.43% |
