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
$560M
AUM Growth
+$64.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$20.4M
2
+$9.8M
3
+$9.49M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$9.33M
5
EWI icon
iShares MSCI Italy ETF
EWI
+$5.69M

Top Sells

1
+$10.5M
2
+$8.76M
3
+$8.6M
4
EWU icon
iShares MSCI United Kingdom ETF
EWU
+$7.92M
5
RWJ icon
Invesco S&P SmallCap 600 Revenue ETF
RWJ
+$7.43M

Sector Composition

1 Technology 6.34%
2 Financials 2.48%
3 Communication Services 2.33%
4 Healthcare 1.59%
5 Consumer Discretionary 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$366K 0.07%
18,043
+2,148
177
$363K 0.06%
9,596
-110
178
$360K 0.06%
6,574
-894
179
$357K 0.06%
6,885
-2,294
180
$355K 0.06%
491
-56
181
$354K 0.06%
9,511
+2,346
182
$351K 0.06%
9,099
+1,986
183
$345K 0.06%
5,226
+115
184
$342K 0.06%
3,182
-118
185
$342K 0.06%
6,798
-55
186
$341K 0.06%
13,325
+894
187
$341K 0.06%
2,435
-1,392
188
$336K 0.06%
1,863
+1
189
$331K 0.06%
841
+141
190
$329K 0.06%
1,166
-93
191
$322K 0.06%
1,177
-61
192
$320K 0.06%
+1,970
193
$301K 0.05%
3,878
+40
194
$299K 0.05%
10,731
+1,848
195
$291K 0.05%
15,498
-5,985
196
$286K 0.05%
2,561
-103
197
$282K 0.05%
+4,048
198
$282K 0.05%
4,307
-83
199
$272K 0.05%
+2,059
200
$271K 0.05%
1,540
-418
6 7
8
9 10