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
$266M
AUM Growth
+$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$32.7M
2
+$31.5M
3
+$11.5M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$6.14M
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$4.59M

Top Sells

1
+$25.2M
2
+$24.9M
3
+$20.2M
4
ROUS icon
Hartford Multifactor US Equity ETF
ROUS
+$4.66M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$3.54M

Sector Composition

1 Technology 4.72%
2 Financials 4.32%
3 Communication Services 2.09%
4 Consumer Discretionary 1.92%
5 Healthcare 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$92K 0.03%
23,900
152
$88K 0.03%
10,654
153
$76K 0.03%
3,003
154
$69K 0.03%
11,550
155
$52K 0.02%
14,075
156
$30K 0.01%
11,100
157
$4K ﹤0.01%
404
158
– –
-8,824
159
– –
-8,982
160
– –
-4,426
161
– –
-2,531
162
– –
-30,889
3 4 5 6
7