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
326
$99K 0.02%
1,202
327
$99K 0.02%
4,372
+11
328
$99K 0.02%
11,070
+848
329
$98K 0.02%
811
-37
330
$98K 0.02%
2,548
+162
331
$97K 0.02%
1,512
-57
332
$96K 0.02%
20,017
+3,000
333
$95K 0.02%
1,930
334
$95K 0.02%
1,065
-120
335
$95K 0.02%
1,311
336
$95K 0.02%
4,058
+3,667
337
$95K 0.02%
2,350
338
$94K 0.02%
2,941
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339
$94K 0.02%
1,216
-244
340
$94K 0.02%
2,257
341
$94K 0.02%
1,631
+1,516
342
$94K 0.02%
1,347
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343
$93K 0.02%
4,370
+111
344
$93K 0.02%
3,673
-121
345
$93K 0.02%
2,304
346
$92K 0.02%
7,438
-250
347
$91K 0.02%
1,148
348
$91K 0.02%
2,648
+95
349
$90K 0.02%
2,858
-25
350
$90K 0.02%
+949
12 13
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