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
426
$476K 0.02%
11,473
+1,540
427
$475K 0.02%
2,938
-100
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$471K 0.02%
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-139
429
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430
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4,432
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431
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5,489
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432
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433
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25,936
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434
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3,536
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435
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2,176
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436
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+8,978
437
$449K 0.02%
17,870
-1,010
438
$447K 0.02%
37,095
+20,500
439
$446K 0.02%
5,901
+1,482
440
$446K 0.02%
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441
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1,318
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-1,924
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1,044
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444
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9,893
+5,467
445
$442K 0.02%
+1,830
446
$442K 0.02%
6,180
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447
$441K 0.02%
+13,010
448
$439K 0.02%
2,246
-96
449
$439K 0.02%
5,896
-2,145
450
$439K 0.02%
7,001
+395
16 17
18
19 20