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
$694M
AUM Growth
+$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$13.2M
3
+$12M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$8.87M
5
ICVT icon
iShares Convertible Bond ETF
ICVT
+$7.11M

Top Sells

1
+$12.9M
2
+$11.6M
3
+$10.4M
4
VUG icon
Vanguard Growth ETF
VUG
+$7.73M
5
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$3.28M

Sector Composition

1 Technology 7.29%
2 Financials 2.33%
3 Communication Services 2.16%
4 Consumer Discretionary 1.59%
5 Healthcare 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$419K 0.06%
8,019
+1,602
177
$409K 0.06%
+12,259
178
$407K 0.06%
1,651
+23
179
$407K 0.06%
961
+39
180
$393K 0.06%
21,579
-1,774
181
$385K 0.06%
15,100
-150
182
$385K 0.06%
3,661
+17
183
$383K 0.06%
5,061
-152,757
184
$382K 0.06%
6,659
+47
185
$375K 0.05%
7,473
+2,649
186
$371K 0.05%
1,422
+57
187
$370K 0.05%
15,907
+179
188
$367K 0.05%
17,912
-154
189
$358K 0.05%
+14,173
190
$358K 0.05%
3,162
-143
191
$357K 0.05%
5,737
-258
192
$356K 0.05%
1,866
+27
193
$350K 0.05%
4,729
194
$350K 0.05%
+9,297
195
$348K 0.05%
2,291
-40
196
$348K 0.05%
4,848
-99
197
$344K 0.05%
6,857
+129
198
$344K 0.05%
1,742
+97
199
$344K 0.05%
335
+7
200
$343K 0.05%
2,490
-75,425
6 7
8
9 10