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
576
$34K 0.01%
1,023
+4
577
$34K 0.01%
415
578
$34K 0.01%
2,065
579
$33K 0.01%
51
+25
580
$33K 0.01%
879
581
$32K 0.01%
504
+13
582
$32K 0.01%
800
583
$32K 0.01%
1,280
584
$32K 0.01%
756
585
$32K 0.01%
750
586
$32K 0.01%
580
587
$32K 0.01%
1,150
-100
588
$31K 0.01%
1,251
589
$31K 0.01%
1,175
590
$31K 0.01%
360
591
$31K 0.01%
432
592
$31K 0.01%
565
+520
593
$31K 0.01%
395
+15
594
$31K 0.01%
1,171
595
$31K 0.01%
790
596
$31K 0.01%
600
597
$31K 0.01%
+1,767
598
$31K 0.01%
497
+4
599
$31K 0.01%
3,387
600
$31K 0.01%
+1,110
22 23
24
25 26