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
$496M
AUM Growth
+$67.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$11.1M
3
+$10.4M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$8.33M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$8.19M

Top Sells

1
+$11.5M
2
+$9.95M
3
+$7.06M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$6.51M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$3.75M

Sector Composition

1 Technology 6.71%
2 Financials 2.6%
3 Communication Services 2.13%
4 Healthcare 1.72%
5 Consumer Discretionary 1.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$270K 0.05%
1,029
-25
202
$269K 0.05%
19,651
203
$269K 0.05%
3,838
+26
204
$268K 0.05%
3,808
-2,075
205
$266K 0.05%
2,612
206
$258K 0.05%
25,605
207
$257K 0.05%
7,165
-23,715
208
$246K 0.05%
6,266
209
$243K 0.05%
8,177
-945
210
$243K 0.05%
+2,527
211
$236K 0.05%
6,930
-538
212
$233K 0.05%
30,685
-784
213
$232K 0.05%
3,090
-578
214
$231K 0.05%
8,883
-629
215
$231K 0.05%
+4,125
216
$230K 0.05%
434
-62
217
$229K 0.05%
+2,544
218
$229K 0.05%
+366
219
$227K 0.05%
5,977
-3,053
220
$225K 0.05%
24,862
-1,677
221
$225K 0.05%
+1,183
222
$223K 0.05%
+849
223
$223K 0.05%
1,423
-182
224
$216K 0.04%
+6,200
225
$214K 0.04%
2,969
+15
7 8
9
10 11