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
701
$23K 0.01%
3,884
702
$23K 0.01%
360
703
$23K 0.01%
1,006
-700
704
$23K 0.01%
909
+384
705
$22K ﹤0.01%
+819
706
$22K ﹤0.01%
1,100
-1,700
707
$22K ﹤0.01%
135
-165
708
$22K ﹤0.01%
+140
709
$22K ﹤0.01%
1,205
710
$22K ﹤0.01%
280
711
$22K ﹤0.01%
400
712
$22K ﹤0.01%
777
713
$22K ﹤0.01%
173
714
$22K ﹤0.01%
2,100
+2,000
715
$22K ﹤0.01%
261
716
$22K ﹤0.01%
230
717
$22K ﹤0.01%
786
+4
718
$22K ﹤0.01%
186
719
$22K ﹤0.01%
208
720
$22K ﹤0.01%
10,850
+3,050
721
$22K ﹤0.01%
1,325
+24
722
$21K ﹤0.01%
+225
723
$21K ﹤0.01%
82
-21
724
$21K ﹤0.01%
720
725
$21K ﹤0.01%
417
-392
27 28
29
30 31