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
676
$206K 0.01%
+1,359
677
$206K 0.01%
+416
678
$205K 0.01%
3,944
-1,205
679
$204K 0.01%
3,449
+61
680
$204K 0.01%
+9,675
681
$203K 0.01%
2,913
-590
682
$203K 0.01%
5,000
-55
683
$202K 0.01%
+1,526
684
$202K 0.01%
1,800
-131
685
$202K 0.01%
+3,708
686
$201K 0.01%
+676
687
$201K 0.01%
+1,344
688
$200K 0.01%
17,102
689
$186K 0.01%
12,000
690
$182K 0.01%
16,071
+187
691
$182K 0.01%
18,594
692
$181K 0.01%
+11,432
693
$178K 0.01%
45,075
694
$175K 0.01%
18,681
+1,636
695
$174K 0.01%
14,623
696
$173K 0.01%
30,035
+3,410
697
$172K 0.01%
17,940
-1,320
698
$172K 0.01%
+14,839
699
$165K 0.01%
10,830
700
$161K 0.01%
15,061
+196
26 27
28
29 30