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
$428M
AUM Growth
+$9.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$10.5M
3
+$10.1M
4
EWU icon
iShares MSCI United Kingdom ETF
EWU
+$7.35M
5
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
+$6.91M

Top Sells

1
+$9.42M
2
+$8.29M
3
+$6.79M
4
EWI icon
iShares MSCI Italy ETF
EWI
+$6.11M
5
EWG icon
iShares MSCI Germany ETF
EWG
+$6.02M

Sector Composition

1 Technology 6.62%
2 Financials 2.71%
3 Communication Services 2.28%
4 Consumer Discretionary 1.77%
5 Healthcare 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$227K 0.05%
3,812
+43
202
$224K 0.05%
+6,669
203
$224K 0.05%
1,605
204
$224K 0.05%
+2,443
205
$223K 0.05%
6,266
-138
206
$222K 0.05%
+9,512
207
$218K 0.05%
577
+46
208
$217K 0.05%
+986
209
$212K 0.05%
7,025
-1,123
210
$208K 0.05%
3,709
+175
211
$205K 0.05%
1,850
+25
212
$202K 0.05%
31,469
213
$200K 0.05%
2,954
-104
214
$193K 0.05%
16,760
+163
215
$187K 0.04%
34,234
+8,654
216
$174K 0.04%
19,219
+202
217
$159K 0.04%
15,263
218
$157K 0.04%
13,241
219
$139K 0.03%
45,567
+320
220
$137K 0.03%
12,270
221
$117K 0.03%
19,749
222
$109K 0.03%
25,000
223
$104K 0.02%
11,052
+866
224
$92K 0.02%
12,721
225
$87.6K 0.02%
10,654
7 8
9
10 11