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
$663M
AUM Growth
+$54.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$12.7M
3
+$11.6M
4
SPHY icon
State Street SPDR Portfolio High Yield Bond ETF
SPHY
+$6.05M
5
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$5.8M

Top Sells

1
+$11.9M
2
+$11.7M
3
+$9.84M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$6.73M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$4.65M

Sector Composition

1 Technology 7.08%
2 Financials 2.24%
3 Communication Services 2.1%
4 Healthcare 1.62%
5 Consumer Discretionary 1.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$425K 0.06%
31,776
+1,917
177
$421K 0.06%
23,353
-3,594
178
$418K 0.06%
4,947
-221
179
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180
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462
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181
$410K 0.06%
6,575
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182
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6,612
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183
$402K 0.06%
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184
$401K 0.06%
4,778
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185
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7,915
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186
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18,066
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187
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2,331
188
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7,409
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189
$390K 0.06%
9,829
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190
$385K 0.06%
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191
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15,250
192
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193
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194
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195
$370K 0.06%
13,072
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196
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6,417
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197
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6,728
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198
$363K 0.05%
1,839
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199
$357K 0.05%
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200
$354K 0.05%
6,082
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6 7
8
9 10