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
726
$21K ﹤0.01%
564
+451
727
$21K ﹤0.01%
155
728
$21K ﹤0.01%
480
729
$21K ﹤0.01%
502
730
$21K ﹤0.01%
455
731
$21K ﹤0.01%
289
+12
732
$21K ﹤0.01%
+150
733
$21K ﹤0.01%
549
734
$21K ﹤0.01%
1,000
735
$21K ﹤0.01%
134
736
$21K ﹤0.01%
508
737
$21K ﹤0.01%
230
-200
738
$21K ﹤0.01%
325
739
$21K ﹤0.01%
2,494
740
$21K ﹤0.01%
+800
741
$20K ﹤0.01%
400
-300
742
$20K ﹤0.01%
235
743
$20K ﹤0.01%
342
744
$20K ﹤0.01%
+130
745
$20K ﹤0.01%
342
+15
746
$20K ﹤0.01%
500
747
$20K ﹤0.01%
3,649
748
$20K ﹤0.01%
257
749
$20K ﹤0.01%
229
750
$20K ﹤0.01%
1,320
28 29
30
31 32