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
451
$59K 0.01%
891
452
$59K 0.01%
3,303
453
$58K 0.01%
620
+425
454
$58K 0.01%
3,972
+3,539
455
$58K 0.01%
2,556
+1,109
456
$58K 0.01%
+910
457
$58K 0.01%
373
-5
458
$57K 0.01%
1,005
+308
459
$57K 0.01%
740
+250
460
$57K 0.01%
3,907
+55
461
$56K 0.01%
1,415
+575
462
$56K 0.01%
650
-704
463
$56K 0.01%
464
+2
464
$55K 0.01%
200
-200
465
$55K 0.01%
342
466
$55K 0.01%
1,165
+1
467
$55K 0.01%
1,092
468
$55K 0.01%
2,716
+2,466
469
$53K 0.01%
1,100
470
$53K 0.01%
1,115
471
$52K 0.01%
889
472
$52K 0.01%
2,130
473
$51K 0.01%
419
+1
474
$51K 0.01%
1,054
+3
475
$51K 0.01%
+418
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