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
$219M
AUM Growth
-$5.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$4.51M
2
+$4.24M
3
+$3.4M
4
FJUN icon
FT Vest US Equity Buffer ETF June
FJUN
+$2.93M
5
UCON icon
First Trust Smith Unconstrained Bond ETF
UCON
+$2.46M

Top Sells

1
+$20.1M
2
+$9.15M
3
+$5.99M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$4.73M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$3.97M

Sector Composition

1 Technology 4.55%
2 Financials 2.81%
3 Healthcare 2.06%
4 Consumer Discretionary 1.83%
5 Communication Services 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-4,803
202
– –
-44,703
203
– –
-20,000
5 6 7 8
9