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
276
$137K 0.03%
5,597
+1,055
277
$137K 0.03%
1,705
+7
278
$137K 0.03%
3,756
-900
279
$137K 0.03%
2,831
+1
280
$136K 0.03%
1,228
281
$134K 0.03%
5,762
+4,600
282
$131K 0.03%
1,429
-99
283
$131K 0.03%
1,800
284
$130K 0.03%
2,031
285
$129K 0.03%
1,200
-1,150
286
$129K 0.03%
3,681
+2,097
287
$128K 0.03%
13,183
+14
288
$127K 0.03%
+6,780
289
$125K 0.03%
+6,955
290
$123K 0.03%
2,085
291
$122K 0.03%
3,724
-946
292
$121K 0.03%
1,558
293
$121K 0.03%
1,988
+8
294
$119K 0.03%
1,126
-188
295
$119K 0.03%
554
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296
$117K 0.03%
3,857
+428
297
$116K 0.03%
816
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298
$116K 0.03%
1,750
-15,750
299
$116K 0.03%
9,030
-690
300
$115K 0.03%
6,810
+10
10 11
12
13 14