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
$251M
AUM Growth
+$4.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$9.54M
3
+$9.35M
4
EWG icon
iShares MSCI Germany ETF
EWG
+$5.71M
5
EWI icon
iShares MSCI Italy ETF
EWI
+$5.55M

Top Sells

1
+$18.3M
2
+$16.9M
3
+$6.64M
4
XDEC icon
FT Vest US Equity Enhance & Moderate Buffer ETF December
XDEC
+$6.24M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$5.92M

Sector Composition

1 Technology 7.18%
2 Financials 3.89%
3 Communication Services 2.21%
4 Healthcare 2.12%
5 Consumer Discretionary 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$87.5K 0.03%
23,900
177
$69.1K 0.03%
4,328
+333
178
$59.4K 0.02%
10,654
179
$57.5K 0.02%
10,000
180
$52.5K 0.02%
10,300
181
$51K 0.02%
+11,850
182
$47.5K 0.02%
+25,000
183
$20.9K 0.01%
15,500
184
$11.7K ﹤0.01%
10,271
185
$7K ﹤0.01%
12,500
186
$4.02K ﹤0.01%
28,037
+3,100
187
$3.92K ﹤0.01%
+11,200
188
– –
-5,020
189
– –
-2,099
190
– –
-16,312
191
– –
-9,661
192
– –
-6,974
193
– –
-2,148
194
– –
-123,369
195
– –
-7,970
196
– –
-10,559
197
– –
-38,435
198
– –
-2,717
199
– –
-11,238
200
– –
-83,503
5 6 7
8
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