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
451
$438K 0.02%
8,118
+631
452
$437K 0.02%
260
+40
453
$434K 0.02%
14,733
+69
454
$434K 0.02%
714
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455
$433K 0.02%
1,639
+18
456
$433K 0.02%
1,805
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457
$433K 0.02%
9,018
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458
$431K 0.02%
13,595
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459
$431K 0.02%
5,500
-2,851
460
$429K 0.02%
6,402
+400
461
$429K 0.02%
13,712
-8,628
462
$428K 0.02%
3,834
+1,650
463
$426K 0.02%
1,491
-594
464
$425K 0.02%
19,804
-1,169
465
$425K 0.02%
10,007
+650
466
$423K 0.02%
2,141
467
$423K 0.02%
4,674
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468
$421K 0.02%
2,674
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469
$419K 0.02%
13,819
-2,566
470
$418K 0.02%
11,400
471
$417K 0.02%
3,952
+1,963
472
$417K 0.02%
36,320
-3,268
473
$416K 0.02%
3,693
+1,296
474
$414K 0.02%
+11,425
475
$411K 0.02%
10,032
+242
17 18
19
20 21