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
$697M
AUM Growth
+$2.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$12.2M
3
+$10.8M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$8.79M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$8.72M

Top Sells

1
+$12.7M
2
+$12.2M
3
+$9.43M
4
UAUG icon
Innovator US Equity Ultra Buffer ETF August
UAUG
+$7.79M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.38M

Sector Composition

1 Technology 6.31%
2 Financials 2.53%
3 Communication Services 1.94%
4 Healthcare 1.43%
5 Consumer Discretionary 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$430K 0.06%
18,928
-5,758
177
$430K 0.06%
+9,750
178
$428K 0.06%
9,297
179
$417K 0.06%
3,144
-18
180
$416K 0.06%
5,813
+76
181
$412K 0.06%
5,185
-295
182
$407K 0.06%
6,979
+93
183
$401K 0.06%
504
+37
184
$400K 0.06%
7,921
+1,064
185
$377K 0.05%
15,100
186
$374K 0.05%
10,170
-2,162
187
$371K 0.05%
17,078
-834
188
$371K 0.05%
1,186
+104
189
$368K 0.05%
2,456
+165
190
$367K 0.05%
388
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191
$367K 0.05%
2,515
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192
$362K 0.05%
1,552
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193
$357K 0.05%
6,193
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194
$355K 0.05%
6,982
+482
195
$354K 0.05%
11,752
+1,868
196
$351K 0.05%
5,849
-47,342
197
$351K 0.05%
1,840
-26
198
$346K 0.05%
12,081
-554
199
$344K 0.05%
3,124
-532
200
$341K 0.05%
2,796
+64
6 7
8
9 10