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
$251M
AUM Growth
+$4.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$9.54M
3
+$9.35M
4
EWG icon
iShares MSCI Germany ETF
EWG
+$5.71M
5
EWI icon
iShares MSCI Italy ETF
EWI
+$5.55M

Top Sells

1
+$18.3M
2
+$16.9M
3
+$6.64M
4
XDEC icon
FT Vest US Equity Enhance & Moderate Buffer ETF December
XDEC
+$6.24M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$5.92M

Sector Composition

1 Technology 7.18%
2 Financials 3.89%
3 Communication Services 2.21%
4 Healthcare 2.12%
5 Consumer Discretionary 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.4M 7.35%
392,316
+387,746
2
$16.1M 6.44%
39,222
+4,359
3
$12.5M 4.97%
75,573
+358
4
$10.8M 4.31%
228,970
-140,880
5
$10.6M 4.22%
106,180
-59,410
6
$9.89M 3.95%
159,713
+34,754
7
$9.69M 3.87%
278,926
+269,181
8
$9.54M 3.81%
+255,291
9
$8.2M 3.27%
171,209
-97,510
10
$7.64M 3.05%
92,247
+11,731
11
$6.53M 2.6%
202,987
+30,668
12
$5.95M 2.38%
174,445
+160,966
13
$5.71M 2.28%
+200,640
14
$5.55M 2.22%
+182,413
15
$3.98M 1.59%
+128,426
16
$3.26M 1.3%
13,088
-1,398
17
$2.69M 1.07%
26,040
+672
18
$2.25M 0.9%
55,156
-46
19
$2.24M 0.9%
+78,893
20
$2.14M 0.86%
47,437
-6,344
21
$2.13M 0.85%
7,404
-248
22
$2.12M 0.85%
123,112
-7,896
23
$2M 0.8%
12,242
+477
24
$1.97M 0.78%
43,599
+18,108
25
$1.95M 0.78%
62,347
-199,738
1
2 3 4 5