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
$251M
AUM Growth
+$4.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$9.54M
3
+$9.35M
4
EWG icon
iShares MSCI Germany ETF
EWG
+$5.71M
5
EWI icon
iShares MSCI Italy ETF
EWI
+$5.55M

Top Sells

1
+$18.3M
2
+$16.9M
3
+$6.64M
4
XDEC icon
FT Vest US Equity Enhance & Moderate Buffer ETF December
XDEC
+$6.24M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$5.92M

Sector Composition

1 Technology 7.18%
2 Financials 3.89%
3 Communication Services 2.21%
4 Healthcare 2.12%
5 Consumer Discretionary 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
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-7,085
202
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-13,906
203
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-8,285
204
– –
-10,183
205
– –
-49,487
206
– –
-8,225
207
– –
-6,232
208
– –
-6,774
209
– –
-6,082
210
– –
-8,492
211
– –
-7,547
212
– –
-11,312
5 6 7 8
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