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
$418M
AUM Growth
+$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$17.1M
3
+$16.1M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$12.9M
5
ICOW icon
Pacer Developed Markets International Cash Cows 100 ETF
ICOW
+$10.7M

Top Sells

1
+$9.56M
2
+$8.79M
3
+$8.67M
4
JHMM icon
John Hancock Multifactor Mid Cap ETF
JHMM
+$3.06M
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$2.89M

Sector Composition

1 Technology 6.95%
2 Financials 2.72%
3 Communication Services 2.29%
4 Healthcare 1.88%
5 Consumer Discretionary 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$291K 0.07%
2,973
+500
177
$281K 0.07%
12,860
+795
178
$279K 0.07%
12,718
+1,625
179
$279K 0.07%
935
+72
180
$276K 0.07%
2,961
-444
181
$268K 0.06%
5,188
+733
182
$268K 0.06%
+9,611
183
$267K 0.06%
35,402
+3,092
184
$267K 0.06%
+6,920
185
$262K 0.06%
+2,407
186
$261K 0.06%
2,414
-28
187
$261K 0.06%
2,839
-4,396
188
$255K 0.06%
25,605
189
$252K 0.06%
+8,148
190
$247K 0.06%
6,404
-1,034
191
$246K 0.06%
3,490
+307
192
$244K 0.06%
975
193
$243K 0.06%
+519
194
$241K 0.06%
8,403
-159
195
$240K 0.06%
+2,396
196
$240K 0.06%
+3,594
197
$239K 0.06%
31,469
198
$237K 0.06%
25,580
+2,578
199
$234K 0.06%
+6,710
200
$233K 0.06%
+7,173
6 7
8
9 10