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
$231M
AUM Growth
+$31.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$20.6M
2
+$18.8M
3
+$5.79M
4
AON icon
Aon
AON
+$3.29M
5
JHMM icon
John Hancock Multifactor Mid Cap ETF
JHMM
+$3.03M

Top Sells

1
+$15.7M
2
+$15.2M
3
+$9.54M
4
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
+$1.7M
5
ILTB icon
iShares Core 10+ Year USD Bond ETF
ILTB
+$1.68M

Sector Composition

1 Technology 4.66%
2 Financials 4.08%
3 Communication Services 2.16%
4 Consumer Discretionary 1.86%
5 Industrials 1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$27.2M 11.77%
886,808
+612,957
2
$25.2M 10.89%
148,800
+121,859
3
$23.8M 10.28%
467,709
+59,508
4
$21.3M 9.21%
396,371
+12,725
5
$20M 8.66%
46,215
+5,924
6
$11.8M 5.12%
294,716
-42,367
7
$8.39M 3.63%
57,291
+6,364
8
$7.7M 3.33%
106,585
+80,130
9
$6.28M 2.72%
54,183
-82,318
10
$5.21M 2.25%
129,079
+15,887
11
$4.48M 1.94%
177,294
+42,942
12
$4.39M 1.9%
32,074
+21,750
13
$4.39M 1.9%
90,576
-13,791
14
$3.49M 1.51%
12,043
+2,087
15
$3.41M 1.47%
15,835
-73,080
16
$3.29M 1.42%
+14,182
17
$2.28M 0.99%
12,760
-5,600
18
$1.66M 0.72%
32,287
+17,872
19
$1.49M 0.64%
6,223
+373
20
$1.2M 0.52%
4,260
+847
21
$1.1M 0.47%
6,110
+2,177
22
$1.07M 0.46%
7,048
+1,776
23
$1.05M 0.46%
12,813
+8,074
24
$1.04M 0.45%
7,698
+1,607
25
$1.02M 0.44%
30,889
-1,910
1
2 3 4 5