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
$496M
AUM Growth
+$67.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$11.1M
3
+$10.4M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$8.33M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$8.19M

Top Sells

1
+$11.5M
2
+$9.95M
3
+$7.06M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$6.51M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$3.75M

Sector Composition

1 Technology 6.71%
2 Financials 2.6%
3 Communication Services 2.13%
4 Healthcare 1.72%
5 Consumer Discretionary 1.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$43.9M 8.86%
91,893
+3,434
2
$22M 4.43%
221,173
+112,784
3
$21.9M 4.43%
70,544
+9,259
4
$21M 4.24%
404,204
-220,479
5
$20.6M 4.15%
50,274
+1,088
6
$17.6M 3.56%
160,126
+6,433
7
$17.6M 3.55%
91,369
+3,773
8
$13.9M 2.81%
81,674
+1,481
9
$12.7M 2.56%
149,317
+25,009
10
$11.6M 2.34%
328,038
+312,657
11
$11.4M 2.3%
175,346
+159,725
12
$10.8M 2.19%
261,719
+111,373
13
$10.8M 2.17%
55,979
+43,294
14
$9.82M 1.98%
186,518
-188,953
15
$8.93M 1.8%
251,110
+23,165
16
$8.58M 1.73%
75,245
+71,810
17
$8.52M 1.72%
257,774
+25,327
18
$8.17M 1.65%
303,501
+11,788
19
$8.04M 1.62%
33,905
-539
20
$8.04M 1.62%
32,075
+82
21
$7.14M 1.44%
228,398
+95,702
22
$6.89M 1.39%
125,740
-977
23
$6.52M 1.32%
212,230
+11,270
24
$5.55M 1.12%
218,817
+41,340
25
$5.16M 1.04%
13,728
+1,197
1
2 3 4 5