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
401
$251K 0.02%
37,740
+4,000
402
$250K 0.02%
3,029
-387
403
$249K 0.02%
197
404
$249K 0.02%
7,261
+1,442
405
$247K 0.02%
5,700
+836
406
$247K 0.02%
5,015
+870
407
$247K 0.02%
12,200
408
$246K 0.02%
5,990
-582
409
$245K 0.02%
3,000
410
$245K 0.02%
1,726
411
$245K 0.02%
2,509
+56
412
$243K 0.02%
7,224
+167
413
$241K 0.02%
+4,243
414
$240K 0.02%
+7,217
415
$238K 0.02%
49,350
+9,530
416
$237K 0.02%
4,328
-2,062
417
$236K 0.02%
3,750
-640
418
$236K 0.02%
16,541
-2,120
419
$236K 0.02%
7,661
-144
420
$235K 0.02%
3,957
+1,279
421
$235K 0.02%
3,180
-200
422
$234K 0.02%
2,473
-319
423
$234K 0.02%
9,773
-66
424
$234K 0.02%
+5,610
425
$233K 0.02%
1,425
+200
15 16
17
18 19