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
476
$156K 0.01%
10,000
477
$152K 0.01%
12,696
+6,180
478
$151K 0.01%
18,947
-1,513
479
$150K 0.01%
17,005
+2,000
480
$149K 0.01%
11,203
481
$147K 0.01%
5,239
-75
482
$140K 0.01%
11,871
+3,561
483
$140K 0.01%
37,000
484
$132K 0.01%
19,525
+1,681
485
$132K 0.01%
19,397
+1,342
486
$131K 0.01%
1,082
+55
487
$129K 0.01%
+10,000
488
$123K 0.01%
10,423
-1,900
489
$117K 0.01%
10,114
-2,251
490
$116K 0.01%
+847
491
$113K 0.01%
10,011
492
$111K 0.01%
17,782
+2,000
493
$108K 0.01%
21,600
+4,983
494
$105K 0.01%
10,031
495
$104K 0.01%
10,000
496
$103K 0.01%
13,732
+2,000
497
$86K 0.01%
+963
498
$81K 0.01%
11,094
499
$78K 0.01%
24,000
+7,500
500
$77K 0.01%
16,663
-2,674
18 19
20
21 22