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
451
$216K 0.02%
4,568
-260
452
$214K 0.02%
+11,169
453
$213K 0.02%
5,518
+1,118
454
$213K 0.02%
4,258
+448
455
$213K 0.02%
+736
456
$212K 0.02%
1,342
+177
457
$210K 0.02%
6,859
+397
458
$210K 0.02%
7,989
459
$209K 0.02%
3,507
+1,596
460
$209K 0.02%
8,175
461
$208K 0.02%
+2,572
462
$208K 0.02%
3,303
-887
463
$207K 0.02%
5,100
464
$205K 0.02%
2,193
-118
465
$204K 0.02%
9,946
+386
466
$203K 0.02%
1,532
+2
467
$202K 0.02%
4,577
-406
468
$200K 0.02%
1,858
-381
469
$199K 0.02%
13,571
470
$195K 0.02%
10,934
-6,170
471
$190K 0.02%
10,570
+3,144
472
$184K 0.02%
15,560
-9,960
473
$180K 0.02%
+23,396
474
$176K 0.02%
5,853
-15,774
475
$164K 0.01%
16,704
+2,325
17 18
19
20 21