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
$663M
AUM Growth
+$54.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$12.7M
3
+$11.6M
4
SPHY icon
State Street SPDR Portfolio High Yield Bond ETF
SPHY
+$6.05M
5
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$5.8M

Top Sells

1
+$11.9M
2
+$11.7M
3
+$9.84M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$6.73M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$4.65M

Sector Composition

1 Technology 7.08%
2 Financials 2.24%
3 Communication Services 2.1%
4 Healthcare 1.62%
5 Consumer Discretionary 1.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$554K 0.08%
2,939
-97
152
$553K 0.08%
37,956
153
$546K 0.08%
6,521
-47,721
154
$542K 0.08%
6,173
-112,059
155
$540K 0.08%
8,005
+448
156
$529K 0.08%
25,164
-175,079
157
$526K 0.08%
897
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158
$503K 0.08%
2,826
+1
159
$503K 0.08%
6,332
-302
160
$502K 0.08%
6,076
+646
161
$500K 0.08%
30,117
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162
$489K 0.07%
5,569
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163
$480K 0.07%
13,355
-1,079
164
$479K 0.07%
5,766
-376
165
$479K 0.07%
3,202
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166
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167
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168
$467K 0.07%
14,881
-3,036
169
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11,083
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170
$462K 0.07%
21,350
+2,354
171
$450K 0.07%
8,452
+381
172
$441K 0.07%
1,628
-6
173
$440K 0.07%
1,365
+10
174
$433K 0.07%
3,644
-234
175
$431K 0.07%
5,995
+29
5 6
7
8 9