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
426
$65K 0.01%
656
427
$65K 0.01%
3,675
428
$65K 0.01%
3,711
429
$65K 0.01%
1,975
+375
430
$65K 0.01%
+3,220
431
$64K 0.01%
2,529
+9
432
$64K 0.01%
880
-1,396
433
$64K 0.01%
11,040
-7,960
434
$63K 0.01%
250
+21
435
$63K 0.01%
2,140
+1,880
436
$63K 0.01%
3,781
-48
437
$63K 0.01%
824
-200
438
$62K 0.01%
592
-7
439
$62K 0.01%
2,000
440
$62K 0.01%
645
-695
441
$61K 0.01%
3,280
+8
442
$61K 0.01%
1,360
-621
443
$61K 0.01%
+1,887
444
$61K 0.01%
2,205
445
$60K 0.01%
1,742
-1,000
446
$60K 0.01%
+1,003
447
$60K 0.01%
+345
448
$59K 0.01%
630
-300
449
$59K 0.01%
1,908
+1,771
450
$59K 0.01%
1,675
16 17
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