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
426
$233K 0.02%
8,194
-4,982
427
$233K 0.02%
2,330
+483
428
$233K 0.02%
+2,513
429
$229K 0.02%
1,812
-141
430
$228K 0.02%
+6,079
431
$228K 0.02%
3,324
+144
432
$227K 0.02%
27,700
+1,700
433
$227K 0.02%
+2,820
434
$226K 0.02%
15,770
+971
435
$226K 0.02%
5,366
-2,504
436
$225K 0.02%
4,370
-7,379
437
$225K 0.02%
6,830
438
$224K 0.02%
7,138
+1,603
439
$224K 0.02%
2,343
+155
440
$224K 0.02%
2,600
-61
441
$223K 0.02%
1,648
+336
442
$221K 0.02%
+8,458
443
$220K 0.02%
+4,925
444
$219K 0.02%
+921
445
$219K 0.02%
+700
446
$218K 0.02%
3,188
447
$218K 0.02%
15,894
-35,944
448
$217K 0.02%
347
-6
449
$217K 0.02%
817
-225
450
$216K 0.02%
+1,623
16 17
18
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