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
$1.12B
AUM Growth
-$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
613
New
Increased
Reduced
Closed

Top Buys

1
+$8.54M
2
+$6.98M
3
+$6.46M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$5.32M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$5.21M

Top Sells

1
+$4.81M
2
+$3.66M
3
+$3.02M
4
DWTR
Invesco DWA Tactical Sector Rotation ETF
DWTR
+$2.87M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$2.79M

Sector Composition

1 Technology 6.4%
2 Healthcare 4.36%
3 Financials 3.86%
4 Communication Services 2.81%
5 Industrials 2.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$325K 0.03%
5,045
+1,201
352
$324K 0.03%
2,243
+15
353
$324K 0.03%
10,586
-103
354
$320K 0.03%
6,045
-344
355
$319K 0.03%
14,920
-3,604
356
$315K 0.03%
2,657
+914
357
$313K 0.03%
2,186
+258
358
$310K 0.03%
3,314
-261
359
$310K 0.03%
243
360
$309K 0.03%
4,653
-2,122
361
$309K 0.03%
8,737
+2,551
362
$307K 0.03%
1,175
363
$307K 0.03%
27,782
-1,124
364
$306K 0.03%
7,097
-485
365
$305K 0.03%
3,685
-1,120
366
$305K 0.03%
35,072
-3,000
367
$304K 0.03%
8,343
-2,285
368
$301K 0.03%
4,204
-14
369
$301K 0.03%
7,916
+1,243
370
$297K 0.03%
5,474
-4,020
371
$297K 0.03%
14,366
-4,531
372
$297K 0.03%
+2,263
373
$296K 0.03%
28,371
+2,715
374
$296K 0.03%
5,671
-1,504
375
$295K 0.03%
3,300
+369
13 14
15
16 17