OBWG

Onyx Bridge Wealth Group Portfolio holdings

AUM $940M
1-Year Est. Return 16.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$219M
AUM Growth
-$5.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$5.09M
2
+$5.05M
3
+$3.7M
4
FJUN icon
FT Vest US Equity Buffer ETF June
FJUN
+$3.12M
5
UCON icon
First Trust Smith Unconstrained Bond ETF
UCON
+$2.54M

Top Sells

1
+$22.9M
2
+$10.4M
3
+$6.49M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$4.73M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$4.45M

Sector Composition

1 Technology 4.55%
2 Financials 2.81%
3 Healthcare 2.06%
4 Consumer Discretionary 1.83%
5 Communication Services 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
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