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
501
$46K 0.01%
2,573
-3,019
502
$46K 0.01%
338
-100
503
$46K 0.01%
1,385
504
$45K 0.01%
2,071
505
$45K 0.01%
+2,918
506
$45K 0.01%
2,481
507
$45K 0.01%
1,732
508
$45K 0.01%
554
-8,661
509
$44K 0.01%
200
510
$44K 0.01%
1,265
+60
511
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669
-69
512
$44K 0.01%
1,684
-244
513
$44K 0.01%
1,982
-38
514
$44K 0.01%
+1,264
515
$44K 0.01%
1,300
516
$43K 0.01%
407
-61
517
$43K 0.01%
628
-304
518
$43K 0.01%
363
519
$43K 0.01%
507
520
$43K 0.01%
1,433
521
$43K 0.01%
90
522
$42K 0.01%
818
-38
523
$42K 0.01%
800
524
$42K 0.01%
800
+346
525
$42K 0.01%
596
-239
19 20
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