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
$428M
AUM Growth
+$9.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$10.5M
3
+$10.1M
4
EWU icon
iShares MSCI United Kingdom ETF
EWU
+$7.35M
5
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
+$6.91M

Top Sells

1
+$9.42M
2
+$8.29M
3
+$6.79M
4
EWI icon
iShares MSCI Italy ETF
EWI
+$6.11M
5
EWG icon
iShares MSCI Germany ETF
EWG
+$6.02M

Sector Composition

1 Technology 6.62%
2 Financials 2.71%
3 Communication Services 2.28%
4 Consumer Discretionary 1.77%
5 Healthcare 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$384K 0.09%
4,314
-10
152
$384K 0.09%
679
+15
153
$379K 0.09%
5,883
-157
154
$376K 0.09%
919
-24
155
$373K 0.09%
2,316
-133
156
$361K 0.08%
+4,088
157
$360K 0.08%
3,400
-206
158
$355K 0.08%
8,015
+874
159
$352K 0.08%
27,160
-1,761
160
$349K 0.08%
1,680
+104
161
$348K 0.08%
3,435
-258
162
$347K 0.08%
6,965
+700
163
$345K 0.08%
5,255
-448
164
$341K 0.08%
7,802
-229
165
$332K 0.08%
18,080
166
$330K 0.08%
6,993
-30
167
$320K 0.07%
4,268
-112
168
$319K 0.07%
16,966
+204
169
$319K 0.07%
9,030
170
$317K 0.07%
5,943
+72
171
$312K 0.07%
21,264
-1,281
172
$311K 0.07%
3,873
-316
173
$310K 0.07%
5,404
+127
174
$309K 0.07%
11,282
+2,879
175
$307K 0.07%
12,076
+3,786
5 6
7
8 9