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
$496M
AUM Growth
+$67.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$11.1M
3
+$10.4M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$8.33M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$8.19M

Top Sells

1
+$11.5M
2
+$9.95M
3
+$7.06M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$6.51M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$3.75M

Sector Composition

1 Technology 6.71%
2 Financials 2.6%
3 Communication Services 2.13%
4 Healthcare 1.72%
5 Consumer Discretionary 1.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$407K 0.08%
899
-20
152
$403K 0.08%
3,185
-215
153
$395K 0.08%
7,130
+165
154
$395K 0.08%
2,327
+13
155
$393K 0.08%
+1,363
156
$391K 0.08%
+7,667
157
$390K 0.08%
3,528
-1,224
158
$386K 0.08%
+547
159
$385K 0.08%
7,468
-6,312
160
$385K 0.08%
39,403
+1,701
161
$377K 0.08%
2,604
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162
$372K 0.08%
6,853
-140
163
$371K 0.07%
1,668
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164
$368K 0.07%
7,683
-119
165
$368K 0.07%
557
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166
$367K 0.07%
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167
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168
$359K 0.07%
616
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169
$356K 0.07%
4,390
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170
$355K 0.07%
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-31
171
$350K 0.07%
1,958
-358
172
$349K 0.07%
3,597
-491
173
$343K 0.07%
1,259
-1,019
174
$341K 0.07%
5,790
+2,081
175
$340K 0.07%
+2,905
5 6
7
8 9