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
526
$348K 0.01%
12,270
+1,828
527
$347K 0.01%
3,934
-163
528
$344K 0.01%
850
-36
529
$344K 0.01%
7,926
530
$344K 0.01%
2,813
-202
531
$343K 0.01%
11,477
+3,131
532
$343K 0.01%
5,507
-140
533
$343K 0.01%
6,501
-2,672
534
$343K 0.01%
2,091
535
$342K 0.01%
11,107
536
$342K 0.01%
5,400
+1,008
537
$340K 0.01%
5,289
-183
538
$338K 0.01%
8,557
539
$338K 0.01%
9,253
-1,073
540
$335K 0.01%
13,450
-8,045
541
$333K 0.01%
21,333
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542
$331K 0.01%
10,873
-7,023
543
$328K 0.01%
9,937
+3,073
544
$326K 0.01%
4,020
+182
545
$326K 0.01%
1,562
+20
546
$322K 0.01%
+10,348
547
$322K 0.01%
6,832
-559
548
$322K 0.01%
6,657
-753
549
$322K 0.01%
1,250
-250
550
$321K 0.01%
4,401
-2,618
20 21
22
23 24