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
$246M
AUM Growth
+$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$7.88M
2
+$6.1M
3
+$5.6M
4
EWQ icon
iShares MSCI France ETF
EWQ
+$4.95M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$4.07M

Top Sells

1
+$5.27M
2
+$4.59M
3
+$4.41M
4
FJUN icon
FT Vest US Equity Buffer ETF June
FJUN
+$2.63M
5
UCON icon
First Trust Smith Unconstrained Bond ETF
UCON
+$2.46M

Sector Composition

1 Technology 5.65%
2 Financials 3.79%
3 Healthcare 2.32%
4 Communication Services 1.88%
5 Consumer Discretionary 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$234K 0.1%
17,759
+2,211
152
$233K 0.09%
+3,285
153
$232K 0.09%
+6,117
154
$227K 0.09%
5,335
-18,041
155
$225K 0.09%
7,085
-166,280
156
$221K 0.09%
+975
157
$220K 0.09%
26,267
+4,754
158
$217K 0.09%
+4,570
159
$215K 0.09%
11,312
-62,424
160
$215K 0.09%
+4,446
161
$214K 0.09%
2,488
-125
162
$205K 0.08%
3,855
-23,101
163
$202K 0.08%
+7,919
164
$196K 0.08%
14,491
165
$181K 0.07%
18,593
+5,629
166
$160K 0.06%
11,238
-3,000
167
$143K 0.06%
15,263
168
$121K 0.05%
10,183
-845
169
$118K 0.05%
11,345
+14
170
$114K 0.05%
12,721
171
$114K 0.05%
12,270
172
$105K 0.04%
13,600
173
$97.4K 0.04%
16,370
+30
174
$88.9K 0.04%
11,063
175
$88.7K 0.04%
23,900
5 6
7
8 9