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
$2.52B
AUM Growth
+$93.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
791
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$10.4M
3
+$8.32M
4
GSEW icon
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
+$6.65M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$5.82M

Top Sells

1
+$1.78M
2
+$1.68M
3
+$1.31M
4
JETS icon
US Global Jets ETF
JETS
+$1.28M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.11M

Sector Composition

1 Technology 5.45%
2 Financials 3.57%
3 Healthcare 2.96%
4 Communication Services 2.7%
5 Consumer Discretionary 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$657K 0.03%
12,612
+4,263
352
$655K 0.03%
26,190
+106
353
$649K 0.03%
25,198
+14,026
354
$647K 0.03%
21,195
-1,323
355
$645K 0.03%
4,260
+77
356
$644K 0.03%
17,858
-243
357
$641K 0.03%
45,286
+912
358
$639K 0.03%
28,096
-1,609
359
$638K 0.03%
19,386
+8,856
360
$635K 0.03%
2,049
+655
361
$632K 0.03%
18,023
-113
362
$631K 0.03%
3,733
+1,332
363
$627K 0.02%
3,138
+17
364
$626K 0.02%
55,290
+6,046
365
$621K 0.02%
6,359
+25
366
$617K 0.02%
10,669
+271
367
$616K 0.02%
11,566
+212
368
$615K 0.02%
3,733
-325
369
$613K 0.02%
10,241
+3,083
370
$607K 0.02%
4,347
-320
371
$604K 0.02%
6,407
+1,153
372
$602K 0.02%
20,250
+2,858
373
$601K 0.02%
15,136
-1,098
374
$599K 0.02%
13,877
+220
375
$596K 0.02%
38,550
+19
13 14
15
16 17