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
826
$15K ﹤0.01%
103
827
$15K ﹤0.01%
422
+264
828
$15K ﹤0.01%
152
829
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236
+164
830
$15K ﹤0.01%
306
831
$15K ﹤0.01%
605
-2,765
832
$15K ﹤0.01%
946
833
$15K ﹤0.01%
200
834
$15K ﹤0.01%
1,095
835
$14K ﹤0.01%
+476
836
$14K ﹤0.01%
215
+102
837
$14K ﹤0.01%
330
838
$14K ﹤0.01%
935
839
$14K ﹤0.01%
90
-16
840
$14K ﹤0.01%
335
-431
841
$14K ﹤0.01%
320
842
$14K ﹤0.01%
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843
$14K ﹤0.01%
+258
844
$14K ﹤0.01%
+330
845
$14K ﹤0.01%
798
-2,811
846
$14K ﹤0.01%
670
847
$14K ﹤0.01%
290
+34
848
$14K ﹤0.01%
1,470
849
$14K ﹤0.01%
291
850
$14K ﹤0.01%
185
32 33
34
35 36