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
$251M
AUM Growth
+$4.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$9.54M
3
+$9.35M
4
EWG icon
iShares MSCI Germany ETF
EWG
+$5.71M
5
EWI icon
iShares MSCI Italy ETF
EWI
+$5.55M

Top Sells

1
+$18.3M
2
+$16.9M
3
+$6.64M
4
XDEC icon
FT Vest US Equity Enhance & Moderate Buffer ETF December
XDEC
+$6.24M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$5.92M

Sector Composition

1 Technology 7.18%
2 Financials 3.89%
3 Communication Services 2.21%
4 Healthcare 2.12%
5 Consumer Discretionary 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$237K 0.09%
11,093
-59,647
152
$236K 0.09%
3,399
+114
153
$233K 0.09%
4,455
+9
154
$227K 0.09%
+2,316
155
$225K 0.09%
+4,354
156
$224K 0.09%
2,473
-15
157
$222K 0.09%
5,951
+616
158
$218K 0.09%
1,571
-58
159
$216K 0.09%
+7,873
160
$203K 0.08%
+3,183
161
$203K 0.08%
+4,493
162
$202K 0.08%
+3,817
163
$202K 0.08%
7,657
-262
164
$189K 0.08%
+23,002
165
$185K 0.07%
18,820
+227
166
$164K 0.07%
13,241
-1,250
167
$159K 0.06%
15,263
168
$147K 0.06%
+13,291
169
$130K 0.05%
21,000
+4,630
170
$120K 0.05%
11,352
+7
171
$117K 0.05%
12,270
172
$113K 0.05%
12,721
173
$106K 0.04%
13,600
174
$89.4K 0.04%
11,063
175
$87.8K 0.04%
+16,600
5 6
7
8 9