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
$428M
AUM Growth
+$9.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$10.5M
3
+$10.1M
4
EWU icon
iShares MSCI United Kingdom ETF
EWU
+$7.35M
5
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
+$6.91M

Top Sells

1
+$9.42M
2
+$8.29M
3
+$6.79M
4
EWI icon
iShares MSCI Italy ETF
EWI
+$6.11M
5
EWG icon
iShares MSCI Germany ETF
EWG
+$6.02M

Sector Composition

1 Technology 6.62%
2 Financials 2.71%
3 Communication Services 2.28%
4 Consumer Discretionary 1.77%
5 Healthcare 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$299K 0.07%
4,319
-10,082
177
$297K 0.07%
37,702
+2,300
178
$290K 0.07%
20,387
-219
179
$290K 0.07%
540
+21
180
$290K 0.07%
5,385
+197
181
$288K 0.07%
1,869
182
$287K 0.07%
+9,122
183
$282K 0.07%
6,071
-17,871
184
$281K 0.07%
1,067
+132
185
$277K 0.06%
3,123
+162
186
$277K 0.06%
1,567
-59
187
$270K 0.06%
19,651
-4,465
188
$266K 0.06%
12,000
-860
189
$265K 0.06%
6,044
+1,180
190
$261K 0.06%
2,839
191
$251K 0.06%
3,668
+178
192
$251K 0.06%
+496
193
$251K 0.06%
2,660
-313
194
$243K 0.06%
1,054
+79
195
$240K 0.06%
+26,539
196
$235K 0.05%
25,605
197
$234K 0.05%
2,418
+11
198
$232K 0.05%
6,710
199
$232K 0.05%
7,468
+295
200
$231K 0.05%
2,612
+216
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8
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