OBWG
Onyx Bridge Wealth Group Portfolio holdings
AUM
$756M
1-Year Return
13.59%
This Quarter Return
-2.37%
1 Year Return
+13.59%
3 Year Return
+55.04%
5 Year Return
–
10 Year Return
–
AUM
$428M
AUM Growth
+$9.75M
(+2.3%)
Cap. Flow
+$20.1M
Cap. Flow
% of AUM
4.71%
Top 10 Holdings %
Top 10 Hldgs %
43.24%
Holding
256
New
19
Increased
115
Reduced
72
Closed
21
Top Buys
| 1 |
John Hancock Multifactor Mid Cap ETF
JHMM
|
$12.6M |
| 2 |
Vanguard Growth ETF
VUG
|
$10.5M |
| 3 |
Pacer US Cash Cows 100 ETF
COWZ
|
$10.1M |
| 4 |
iShares MSCI United Kingdom ETF
EWU
|
$7.35M |
| 5 |
Xtrackers USD High Yield Corporate Bond ETF
HYLB
|
$6.91M |
Top Sells
Sector Composition
| 1 | Technology | 6.62% |
| 2 | Financials | 2.71% |
| 3 | Communication Services | 2.28% |
| 4 | Consumer Discretionary | 1.77% |
| 5 | Healthcare | 1.71% |
