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
$663M
AUM Growth
+$54.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$12.7M
3
+$11.6M
4
SPHY icon
State Street SPDR Portfolio High Yield Bond ETF
SPHY
+$6.05M
5
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$5.8M

Top Sells

1
+$11.9M
2
+$11.7M
3
+$9.84M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$6.73M
5
EWJ icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$749K 0.11%
11,570
+38
127
$714K 0.11%
19,418
-1,553
128
$711K 0.11%
15,086
+498
129
$703K 0.11%
2,666
-250
130
$697K 0.11%
8,627
+2,061
131
$684K 0.1%
17,078
-1,028
132
$681K 0.1%
14,878
+1,360
133
$678K 0.1%
19,145
134
$675K 0.1%
28,010
135
$670K 0.1%
29,015
+12,085
136
$667K 0.1%
3,723
+1,478
137
$656K 0.1%
27,981
+9,121
138
$647K 0.1%
8,609
-304
139
$625K 0.09%
1,070
+166
140
$608K 0.09%
14,571
+4,597
141
$606K 0.09%
30,728
+323
142
$605K 0.09%
12,422
+7,177
143
$597K 0.09%
13,729
144
$590K 0.09%
3,472
+184
145
$582K 0.09%
3,798
-4
146
$581K 0.09%
7,150
+78
147
$579K 0.09%
12,640
-144
148
$573K 0.09%
2,042
+700
149
$564K 0.09%
14,266
-29
150
$555K 0.08%
18,358
-679
4 5
6
7 8