OBWG
Onyx Bridge Wealth Group Portfolio holdings
AUM
$756M
This Quarter Return
+11.43%
1 Year Return
+13.59%
3 Year Return
+55.04%
5 Year Return
–
10 Year Return
–
AUM
$153M
AUM Growth
–
Cap. Flow
+$153M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
70.54%
Holding
75
New
75
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
John Hancock Multifactor Mid Cap ETF
JHMM
|
$16.2M |
| 2 |
Vanguard Small-Cap ETF
VB
|
$13.9M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$13.6M |
| 4 |
SPDR Portfolio Emerging Markets ETF
SPEM
|
$11.8M |
| 5 |
Xtrackers USD High Yield Corporate Bond ETF
HYLB
|
$11.8M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 4.47% |
| 2 | Financials | 2.71% |
| 3 | Communication Services | 2.36% |
| 4 | Consumer Discretionary | 1.55% |
| 5 | Energy | 0.73% |
