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
$428M
AUM Growth
+$9.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$10.5M
3
+$10.1M
4
EWU icon
iShares MSCI United Kingdom ETF
EWU
+$7.35M
5
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
+$6.91M

Top Sells

1
+$9.42M
2
+$8.29M
3
+$6.79M
4
EWI icon
iShares MSCI Italy ETF
EWI
+$6.11M
5
EWG icon
iShares MSCI Germany ETF
EWG
+$6.02M

Sector Composition

1 Technology 6.62%
2 Financials 2.71%
3 Communication Services 2.28%
4 Consumer Discretionary 1.77%
5 Healthcare 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$38M 8.88%
88,459
+10,930
2
$30.9M 7.22%
624,683
+203,835
3
$17.8M 4.15%
375,471
+265,842
4
$17.6M 4.12%
49,186
+2,725
5
$17M 3.97%
153,693
-3,121
6
$16.7M 3.9%
61,285
+38,726
7
$15M 3.51%
87,596
+502
8
$12.5M 2.91%
80,193
+1,042
9
$10.2M 2.38%
108,389
-6,034
10
$9.43M 2.2%
124,308
+12,745
11
$8.03M 1.88%
242,118
+27,421
12
$7.73M 1.81%
227,945
+203,716
13
$7.66M 1.79%
84,697
-15,175
14
$7.52M 1.76%
31,993
-55
15
$7.38M 1.72%
291,713
-21,684
16
$7.35M 1.72%
+232,447
17
$7.32M 1.71%
34,444
+140
18
$6.19M 1.45%
126,717
-66
19
$5.76M 1.35%
+200,960
20
$5.48M 1.28%
150,346
+124,426
21
$4.57M 1.07%
117,332
-346
22
$4.19M 0.98%
177,477
+65,037
23
$3.96M 0.93%
132,696
-227,228
24
$3.96M 0.92%
12,531
+434
25
$3.75M 0.88%
181,624
-981
1
2 3 4 5