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
$224M
AUM Growth
-$39.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$4.73M
3
+$4.42M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$4.35M
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$2.6M

Top Sells

1
+$29M
2
+$11.3M
3
+$7.28M
4
EWQ icon
iShares MSCI France ETF
EWQ
+$6.67M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$6.22M

Sector Composition

1 Technology 5.34%
2 Financials 3.12%
3 Consumer Discretionary 1.98%
4 Healthcare 1.96%
5 Communication Services 1.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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4 5 6 7
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