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
$560M
AUM Growth
+$64.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$20.4M
2
+$9.8M
3
+$9.49M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$9.33M
5
EWI icon
iShares MSCI Italy ETF
EWI
+$5.69M

Top Sells

1
+$10.5M
2
+$8.76M
3
+$8.6M
4
EWU icon
iShares MSCI United Kingdom ETF
EWU
+$7.92M
5
RWJ icon
Invesco S&P SmallCap 600 Revenue ETF
RWJ
+$7.43M

Sector Composition

1 Technology 6.34%
2 Financials 2.48%
3 Communication Services 2.33%
4 Healthcare 1.59%
5 Consumer Discretionary 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$485K 0.09%
6,715
+20
152
$478K 0.09%
27,338
-1,444
153
$472K 0.08%
3,849
-71,396
154
$472K 0.08%
3,851
-230
155
$463K 0.08%
14,456
-2,135
156
$454K 0.08%
7,595
+3,470
157
$441K 0.08%
4,214
-90
158
$427K 0.08%
18,130
-1,655
159
$422K 0.08%
914
+15
160
$419K 0.07%
+3,650
161
$417K 0.07%
2,374
+47
162
$414K 0.07%
2,825
-946
163
$413K 0.07%
567
+10
164
$412K 0.07%
+16,000
165
$407K 0.07%
6,770
+1,217
166
$407K 0.07%
20,524
-10,818
167
$407K 0.07%
3,142
-43
168
$403K 0.07%
8,424
+2,177
169
$379K 0.07%
1,648
-20
170
$378K 0.07%
6,540
-590
171
$378K 0.07%
7,735
+52
172
$373K 0.07%
1,380
+17
173
$371K 0.07%
4,753
-8,648
174
$368K 0.07%
5,962
+172
175
$366K 0.07%
+1,205
5 6
7
8 9