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
376
$294K 0.03%
6,160
-987
377
$291K 0.03%
+12,321
378
$290K 0.03%
10,160
+4,358
379
$287K 0.03%
11,762
+1,237
380
$285K 0.03%
3,684
+482
381
$283K 0.03%
2,222
-256
382
$282K 0.03%
983
+140
383
$280K 0.02%
14,065
384
$279K 0.02%
14,601
-897
385
$279K 0.02%
11,630
386
$277K 0.02%
13,478
-3,763
387
$276K 0.02%
+1,890
388
$275K 0.02%
27,463
+5
389
$273K 0.02%
5,459
-240
390
$270K 0.02%
1,870
+435
391
$268K 0.02%
1,167
+201
392
$266K 0.02%
8,156
+1,659
393
$263K 0.02%
3,160
+80
394
$262K 0.02%
4,803
+367
395
$260K 0.02%
22,600
396
$260K 0.02%
+20,431
397
$258K 0.02%
4,000
398
$257K 0.02%
4,326
-211
399
$256K 0.02%
+1,760
400
$252K 0.02%
4,126
-476
14 15
16
17 18