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
$297M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$6.54M
3
+$5.72M
4
VTV icon
Vanguard Value ETF
VTV
+$5.18M
5
VUG icon
Vanguard Growth ETF
VUG
+$3.38M

Top Sells

1
+$13M
2
+$6.75M
3
+$3.43M
4
JHMM icon
John Hancock Multifactor Mid Cap ETF
JHMM
+$1.58M
5
RODM icon
Hartford Multifactor Developed Markets ex-US ETF
RODM
+$1.53M

Sector Composition

1 Technology 5.45%
2 Financials 3.82%
3 Communication Services 2.06%
4 Consumer Discretionary 1.92%
5 Healthcare 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-71,625
177
– –
-3,658
178
– –
-11,100
179
– –
-5,471
180
– –
-25,992
4 5 6 7
8