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
$609M
AUM Growth
+$49.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$4.52M
2
+$4.44M
3
+$4.27M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$3.89M
5
ICOW icon
Pacer Developed Markets International Cash Cows 100 ETF
ICOW
+$2.42M

Top Sells

1
+$5.25M
2
+$4.16M
3
+$3.85M
4
JHMM icon
John Hancock Multifactor Mid Cap ETF
JHMM
+$2.11M
5
EWW icon
iShares MSCI Mexico ETF
EWW
+$1.25M

Sector Composition

1 Technology 7.32%
2 Communication Services 2.22%
3 Financials 2.19%
4 Healthcare 1.5%
5 Consumer Discretionary 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$377K 0.06%
9,974
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177
$376K 0.06%
+16,930
178
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179
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15,250
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184
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185
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186
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187
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188
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189
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3,878
190
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195
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196
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197
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11,336
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198
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381
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199
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10,657
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200
$307K 0.05%
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