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
751
$20K ﹤0.01%
+250
752
$20K ﹤0.01%
+327
753
$20K ﹤0.01%
250
754
$20K ﹤0.01%
679
755
$20K ﹤0.01%
+800
756
$20K ﹤0.01%
4,070
757
$19K ﹤0.01%
110
758
$19K ﹤0.01%
388
759
$19K ﹤0.01%
178
-974
760
$19K ﹤0.01%
225
761
$19K ﹤0.01%
+185
762
$19K ﹤0.01%
386
+246
763
$19K ﹤0.01%
750
764
$19K ﹤0.01%
130
765
$19K ﹤0.01%
375
766
$18K ﹤0.01%
+285
767
$18K ﹤0.01%
+264
768
$18K ﹤0.01%
440
-147
769
$18K ﹤0.01%
+403
770
$18K ﹤0.01%
223
771
$18K ﹤0.01%
+178
772
$18K ﹤0.01%
2,000
773
$18K ﹤0.01%
1,350
774
$18K ﹤0.01%
+285
775
$18K ﹤0.01%
+698
29 30
31
32 33