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
801
$17K ﹤0.01%
262
+6
802
$16K ﹤0.01%
216
803
$16K ﹤0.01%
+234
804
$16K ﹤0.01%
534
805
$16K ﹤0.01%
1,500
-1,000
806
$16K ﹤0.01%
130
807
$16K ﹤0.01%
405
-103
808
$16K ﹤0.01%
900
809
$16K ﹤0.01%
1,000
810
$16K ﹤0.01%
+300
811
$16K ﹤0.01%
401
-300
812
$16K ﹤0.01%
215
813
$15K ﹤0.01%
103
814
$15K ﹤0.01%
422
+264
815
$15K ﹤0.01%
+493
816
$15K ﹤0.01%
66
817
$15K ﹤0.01%
200
818
$15K ﹤0.01%
209
+169
819
$15K ﹤0.01%
1,312
+62
820
$15K ﹤0.01%
755
821
$15K ﹤0.01%
152
822
$15K ﹤0.01%
236
+164
823
$15K ﹤0.01%
+292
824
$15K ﹤0.01%
306
825
$15K ﹤0.01%
605
-2,765
31 32
33
34 35