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
$496M
AUM Growth
+$67.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$11.1M
3
+$10.4M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$8.33M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$8.19M

Top Sells

1
+$11.5M
2
+$9.95M
3
+$7.06M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$6.51M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$3.75M

Sector Composition

1 Technology 6.71%
2 Financials 2.6%
3 Communication Services 2.13%
4 Healthcare 1.72%
5 Consumer Discretionary 1.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$337K 0.07%
+15,895
177
$334K 0.07%
1,662
+95
178
$333K 0.07%
6,484
-742
179
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21,899
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180
$328K 0.07%
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181
$327K 0.07%
2,236
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182
$327K 0.07%
9,706
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183
$324K 0.07%
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-7
184
$322K 0.07%
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185
$320K 0.06%
21,483
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186
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16,486
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187
$316K 0.06%
6,247
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188
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7,113
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189
$310K 0.06%
5,111
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190
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191
$292K 0.06%
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193
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194
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195
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196
$283K 0.06%
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197
$283K 0.06%
3,888
-1,367
198
$280K 0.06%
2,664
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199
$280K 0.06%
700
+123
200
$272K 0.05%
+335
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8
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