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
$560M
AUM Growth
+$64.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$20.4M
2
+$9.8M
3
+$9.49M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$9.33M
5
EWI icon
iShares MSCI Italy ETF
EWI
+$5.69M

Top Sells

1
+$10.5M
2
+$8.76M
3
+$8.6M
4
EWU icon
iShares MSCI United Kingdom ETF
EWU
+$7.92M
5
RWJ icon
Invesco S&P SmallCap 600 Revenue ETF
RWJ
+$7.43M

Sector Composition

1 Technology 6.34%
2 Financials 2.48%
3 Communication Services 2.33%
4 Healthcare 1.59%
5 Consumer Discretionary 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$266K 0.05%
+376
202
$264K 0.05%
5,635
-352
203
$264K 0.05%
7,561
+631
204
$263K 0.05%
2,696
-901
205
$262K 0.05%
+5,102
206
$261K 0.05%
342
+7
207
$258K 0.05%
16,986
-2,665
208
$257K 0.05%
25,605
209
$257K 0.05%
2,800
-346
210
$257K 0.05%
3,545
-263
211
$256K 0.05%
1,424
+1
212
$256K 0.05%
2,428
-184
213
$255K 0.05%
3,090
214
$255K 0.05%
929
+80
215
$255K 0.05%
20,097
+230
216
$252K 0.05%
+4,907
217
$246K 0.04%
1,242
-420
218
$246K 0.04%
1,153
-30
219
$245K 0.04%
986
-43
220
$241K 0.04%
12,430
-4,056
221
$240K 0.04%
+6,973
222
$240K 0.04%
4,820
-2,847
223
$233K 0.04%
5,097
-4,058
224
$233K 0.04%
487
-410
225
$232K 0.04%
+986
7 8
9
10 11