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
$694M
AUM Growth
+$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$13.2M
3
+$12M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$8.87M
5
ICVT icon
iShares Convertible Bond ETF
ICVT
+$7.11M

Top Sells

1
+$12.9M
2
+$11.6M
3
+$10.4M
4
VUG icon
Vanguard Growth ETF
VUG
+$7.73M
5
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$3.28M

Sector Composition

1 Technology 7.29%
2 Financials 2.33%
3 Communication Services 2.16%
4 Consumer Discretionary 1.59%
5 Healthcare 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$525K 0.08%
+4,977
152
$524K 0.08%
+10,510
153
$519K 0.07%
1,067
-3
154
$508K 0.07%
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-4,665
155
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156
$503K 0.07%
8,339
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157
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8,447
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158
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2,989
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159
$495K 0.07%
467
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160
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24,686
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161
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5,164
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162
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163
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164
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11,080
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165
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5,758
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166
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10,168
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12,332
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169
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16,181
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171
$442K 0.06%
14,177
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172
$433K 0.06%
20,963
-387
173
$429K 0.06%
6,886
+311
174
$429K 0.06%
12,635
-720
175
$426K 0.06%
5,598
-34
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7
8 9