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
551
$319K 0.01%
+8,601
552
$317K 0.01%
6,101
-4,690
553
$316K 0.01%
7,674
554
$316K 0.01%
2,477
+62
555
$314K 0.01%
14,065
556
$312K 0.01%
1,116
-694
557
$312K 0.01%
8,560
+3,060
558
$311K 0.01%
4,293
+117
559
$310K 0.01%
2,135
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560
$310K 0.01%
9,307
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561
$310K 0.01%
+1,494
562
$309K 0.01%
7,820
+270
563
$309K 0.01%
1,725
+120
564
$305K 0.01%
806
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565
$305K 0.01%
9,140
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566
$305K 0.01%
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567
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7,761
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$304K 0.01%
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569
$303K 0.01%
4,846
-2,624
570
$301K 0.01%
6,068
571
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1,233
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572
$299K 0.01%
9,996
-300
573
$297K 0.01%
665
-3
574
$296K 0.01%
+1,981
575
$294K 0.01%
6,170
+371
21 22
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