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
$663M
AUM Growth
+$54.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$12.7M
3
+$11.6M
4
SPHY icon
State Street SPDR Portfolio High Yield Bond ETF
SPHY
+$6.05M
5
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$5.8M

Top Sells

1
+$11.9M
2
+$11.7M
3
+$9.84M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$6.73M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$4.65M

Sector Composition

1 Technology 7.08%
2 Financials 2.24%
3 Communication Services 2.1%
4 Healthcare 1.62%
5 Consumer Discretionary 1.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$343K 0.05%
1,127
+3
202
$342K 0.05%
7,035
+1,721
203
$337K 0.05%
+724
204
$331K 0.05%
2,632
+70
205
$324K 0.05%
2,434
+6
206
$317K 0.05%
10,299
-358
207
$313K 0.05%
2,711
+7
208
$312K 0.05%
328
+11
209
$310K 0.05%
2,988
-892
210
$304K 0.05%
15,728
+120
211
$303K 0.05%
25,605
212
$300K 0.05%
3,129
+102
213
$289K 0.04%
347
+116
214
$286K 0.04%
1,645
+242
215
$286K 0.04%
7,606
+151
216
$282K 0.04%
1,393
+1
217
$277K 0.04%
+1,628
218
$277K 0.04%
358
-23
219
$274K 0.04%
1,366
-57
220
$273K 0.04%
999
+49
221
$272K 0.04%
526
+20
222
$271K 0.04%
1,156
+1
223
$268K 0.04%
18,317
+379
224
$268K 0.04%
+1,300
225
$265K 0.04%
1,938
-115
7 8
9
10 11