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
$609M
AUM Growth
+$49.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$4.52M
2
+$4.44M
3
+$4.27M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$3.89M
5
ICOW icon
Pacer Developed Markets International Cash Cows 100 ETF
ICOW
+$2.42M

Top Sells

1
+$5.25M
2
+$4.16M
3
+$3.85M
4
JHMM icon
John Hancock Multifactor Mid Cap ETF
JHMM
+$2.11M
5
EWW icon
iShares MSCI Mexico ETF
EWW
+$1.25M

Sector Composition

1 Technology 7.32%
2 Communication Services 2.22%
3 Financials 2.19%
4 Healthcare 1.5%
5 Consumer Discretionary 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$307K 0.05%
4,392
+344
202
$304K 0.05%
2,562
+1
203
$297K 0.05%
11,000
-5,000
204
$286K 0.05%
1,124
-53
205
$284K 0.05%
2,428
206
$281K 0.05%
506
+19
207
$280K 0.05%
3,027
-63
208
$279K 0.05%
25,605
209
$277K 0.05%
15,608
+110
210
$271K 0.04%
1,392
-32
211
$271K 0.04%
2,704
+8
212
$266K 0.04%
+2,500
213
$262K 0.04%
7,455
-106
214
$259K 0.04%
1,423
-117
215
$258K 0.04%
2,816
+16
216
$257K 0.04%
16,986
217
$254K 0.04%
3,503
-42
218
$252K 0.04%
1,242
219
$252K 0.04%
17,938
+388
220
$250K 0.04%
317
-25
221
$248K 0.04%
5,245
-390
222
$248K 0.04%
5,314
+217
223
$245K 0.04%
5,102
224
$244K 0.04%
950
+21
225
$244K 0.04%
+1,403
7 8
9
10 11