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
$697M
AUM Growth
+$2.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$12.2M
3
+$10.8M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$8.79M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$8.72M

Top Sells

1
+$12.7M
2
+$12.2M
3
+$9.43M
4
UAUG icon
Innovator US Equity Ultra Buffer ETF August
UAUG
+$7.79M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.38M

Sector Composition

1 Technology 6.31%
2 Financials 2.53%
3 Communication Services 1.94%
4 Healthcare 1.43%
5 Consumer Discretionary 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$722K 0.1%
8,224
-232
127
$716K 0.1%
7,253
-378
128
$712K 0.1%
4,173
-60
129
$708K 0.1%
11,407
-55
130
$705K 0.1%
48,678
+1,174
131
$701K 0.1%
26,754
-3,234
132
$693K 0.1%
2,679
+20
133
$677K 0.1%
14,878
134
$671K 0.1%
19,387
-225,058
135
$667K 0.1%
16,803
136
$666K 0.1%
4,352
-330
137
$637K 0.09%
15,744
-3,314
138
$630K 0.09%
3,127
+47
139
$629K 0.09%
6,943
-2,996
140
$601K 0.09%
8,248
-91
141
$589K 0.08%
9,539
+1,092
142
$584K 0.08%
3,799
+232
143
$579K 0.08%
2,891
-98
144
$577K 0.08%
4,405
-96,585
145
$571K 0.08%
12,936
-203
146
$565K 0.08%
11,902
+4,910
147
$561K 0.08%
14,538
+248
148
$561K 0.08%
7,387
+227
149
$561K 0.08%
12,580
+236
150
$546K 0.08%
32,910
+2,718
4 5
6
7 8