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
401
$519K 0.02%
5,608
+1,399
402
$519K 0.02%
+12,181
403
$517K 0.02%
2,160
-81
404
$511K 0.02%
14,330
-1,013
405
$509K 0.02%
+17,412
406
$505K 0.02%
30,201
+1,098
407
$505K 0.02%
5,862
+699
408
$501K 0.02%
4,469
-313
409
$501K 0.02%
7,568
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410
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5,409
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411
$500K 0.02%
2,953
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412
$499K 0.02%
6,456
-19
413
$498K 0.02%
7,016
-956
414
$497K 0.02%
+18,646
415
$493K 0.02%
3,417
-1,734
416
$490K 0.02%
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417
$490K 0.02%
18,988
-1,058
418
$489K 0.02%
+2,920
419
$487K 0.02%
30,653
+16,503
420
$481K 0.02%
1,176
+559
421
$481K 0.02%
1,250
-1,267
422
$480K 0.02%
9,437
+476
423
$479K 0.02%
17,483
-877
424
$478K 0.02%
7,852
-597
425
$477K 0.02%
17,227
-3,013
15 16
17
18 19