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
301
$115K 0.03%
3,612
-1,417
302
$113K 0.02%
1,445
-558
303
$113K 0.02%
190
-639
304
$112K 0.02%
7,319
+2,438
305
$110K 0.02%
3,843
+6
306
$110K 0.02%
1,106
-84
307
$109K 0.02%
8,985
+800
308
$108K 0.02%
1,492
309
$108K 0.02%
1,150
-15
310
$108K 0.02%
+2,255
311
$108K 0.02%
3,391
+967
312
$107K 0.02%
1,277
-62
313
$106K 0.02%
1,596
-225
314
$106K 0.02%
619
+109
315
$105K 0.02%
1,693
-308
316
$104K 0.02%
4,000
317
$104K 0.02%
1,480
+910
318
$103K 0.02%
953
-28
319
$102K 0.02%
4,000
320
$102K 0.02%
2,190
-1,320
321
$102K 0.02%
4,000
322
$102K 0.02%
16,900
+11,500
323
$101K 0.02%
1,951
-500
324
$101K 0.02%
2,949
-252
325
$100K 0.02%
4,805
11 12
13
14 15