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
$246M
AUM Growth
+$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$7.88M
2
+$6.1M
3
+$5.6M
4
EWQ icon
iShares MSCI France ETF
EWQ
+$4.95M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$4.07M

Top Sells

1
+$5.27M
2
+$4.59M
3
+$4.41M
4
FJUN icon
FT Vest US Equity Buffer ETF June
FJUN
+$2.63M
5
UCON icon
First Trust Smith Unconstrained Bond ETF
UCON
+$2.46M

Sector Composition

1 Technology 5.65%
2 Financials 3.79%
3 Healthcare 2.32%
4 Communication Services 1.88%
5 Consumer Discretionary 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$72.4K 0.03%
10,000
177
$68.2K 0.03%
10,654
178
$65.2K 0.03%
3,995
179
$57.3K 0.02%
+10,559
180
$55.5K 0.02%
10,300
181
$14.5K 0.01%
10,271
182
$11.8K ﹤0.01%
15,500
+2,000
183
$8.03K ﹤0.01%
12,500
184
$4.19K ﹤0.01%
24,937
+4,437
185
– –
-11,103
186
– –
-4,250
187
– –
-6,825
188
– –
-4,880
189
– –
-2,177
190
– –
-103,156
191
– –
-700
192
– –
-5,830
193
– –
-15,640
194
– –
-15,561
195
– –
-9,158
196
– –
-12,326
197
– –
-9,177
198
– –
-11,168
199
– –
-8,941
200
– –
-3,751
5 6 7
8
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