OIA

OneDigital Investment Advisors Portfolio holdings

AUM $9.74B
1-Year Est. Return 13.9%
This Quarter Est. Return
1 Year Est. Return
+13.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$455M
AUM Growth
-$420M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,433
New
Increased
Reduced
Closed

Top Buys

1
+$7.44M
2
+$3.97M
3
+$3.93M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$3.39M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$3.27M

Top Sells

1
+$6M
2
+$3.01M
3
+$2.38M
4
NVO icon
Novo Nordisk
NVO
+$2.14M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.24M

Sector Composition

1 Financials 6.11%
2 Industrials 4.3%
3 Technology 3.37%
4 Consumer Staples 3.3%
5 Energy 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$156K 0.03%
886
-57
252
$155K 0.03%
1,023
-36
253
$155K 0.03%
1,550
+1,300
254
$154K 0.03%
9,315
+3,720
255
$153K 0.03%
15,832
+5,000
256
$152K 0.03%
1,048
-380
257
$151K 0.03%
1,408
-216
258
$150K 0.03%
1,726
259
$149K 0.03%
3,000
+2,000
260
$149K 0.03%
1,929
+7
261
$149K 0.03%
1,444
-171
262
$149K 0.03%
+5,024
263
$148K 0.03%
778
-802
264
$147K 0.03%
5,753
265
$146K 0.03%
8,631
+1,301
266
$146K 0.03%
1,326
267
$146K 0.03%
5,226
+36
268
$146K 0.03%
3,054
+12
269
$145K 0.03%
5,690
270
$144K 0.03%
1,904
-40
271
$142K 0.03%
3,624
+37
272
$142K 0.03%
2,196
+154
273
$141K 0.03%
1,964
-591
274
$138K 0.03%
5,586
-86,668
275
$137K 0.03%
1,666
9 10
11
12 13