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
$264M
AUM Growth
-$33.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$7.84M
2
+$6.3M
3
+$6.25M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$5.71M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$5.66M

Top Sells

1
+$22.2M
2
+$9.78M
3
+$1.5M
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$1.35M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$873K

Sector Composition

1 Technology 4.95%
2 Financials 4.27%
3 Healthcare 2.11%
4 Communication Services 1.81%
5 Consumer Discretionary 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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180
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183
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184
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185
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186
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4 5 6 7
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