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
376
$79K 0.02%
1,029
-224
377
$79K 0.02%
1,744
+4
378
$79K 0.02%
712
+1
379
$79K 0.02%
1,924
380
$79K 0.02%
1,968
+110
381
$79K 0.02%
+4,675
382
$78K 0.02%
1,760
+452
383
$78K 0.02%
1,242
+31
384
$77K 0.02%
5,466
385
$77K 0.02%
6,102
386
$77K 0.02%
1,313
-1,996
387
$75K 0.02%
1,721
+7
388
$75K 0.02%
531
+1
389
$75K 0.02%
1,530
390
$75K 0.02%
+726
391
$75K 0.02%
897
+428
392
$75K 0.02%
4,200
-3,600
393
$74K 0.02%
1,218
394
$74K 0.02%
876
+276
395
$74K 0.02%
1,568
-98
396
$74K 0.02%
933
+268
397
$74K 0.02%
975
-19
398
$74K 0.02%
734
399
$74K 0.02%
29
+2
400
$74K 0.02%
+1,405
14 15
16
17 18