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
351
$90K 0.02%
1,834
+501
352
$90K 0.02%
2,642
+91
353
$90K 0.02%
1,032
+402
354
$90K 0.02%
5,460
+608
355
$90K 0.02%
1,668
+47
356
$89K 0.02%
3,302
+14
357
$88K 0.02%
+1,859
358
$87K 0.02%
8,100
+5,100
359
$87K 0.02%
1,287
-4,758
360
$87K 0.02%
788
+623
361
$87K 0.02%
1,185
362
$86K 0.02%
1,418
+772
363
$86K 0.02%
3,004
364
$86K 0.02%
5,174
-7,240
365
$85K 0.02%
8,281
+141
366
$84K 0.02%
3,332
-81
367
$84K 0.02%
1,800
368
$83K 0.02%
809
+6
369
$83K 0.02%
7,429
+54
370
$83K 0.02%
5,252
+55
371
$83K 0.02%
1,500
372
$81K 0.02%
1,500
373
$81K 0.02%
3,650
374
$80K 0.02%
3,660
+655
375
$80K 0.02%
3,220
13 14
15
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