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
401
$73K 0.02%
+815
402
$73K 0.02%
2,269
-820
403
$73K 0.02%
823
404
$73K 0.02%
579
405
$72K 0.02%
1,632
+3
406
$71K 0.02%
1,100
407
$71K 0.02%
1,384
+4
408
$71K 0.02%
205
+90
409
$70K 0.02%
452
410
$70K 0.02%
5,390
411
$70K 0.02%
831
+75
412
$69K 0.02%
9,428
-1,190
413
$69K 0.02%
420
-654
414
$69K 0.02%
957
-40
415
$69K 0.02%
2,224
+1,272
416
$68K 0.01%
2,114
-9
417
$68K 0.01%
989
-833
418
$68K 0.01%
5,501
+1,650
419
$68K 0.01%
1,748
+402
420
$68K 0.01%
360
-840
421
$67K 0.01%
1,444
+344
422
$67K 0.01%
4,904
-72
423
$67K 0.01%
3,037
424
$67K 0.01%
1,220
425
$65K 0.01%
1,300
15 16
17
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