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
876
$12K ﹤0.01%
40
-223
877
$12K ﹤0.01%
228
+22
878
$12K ﹤0.01%
962
+32
879
$12K ﹤0.01%
600
880
$12K ﹤0.01%
385
+35
881
$12K ﹤0.01%
492
+39
882
$12K ﹤0.01%
+480
883
$12K ﹤0.01%
440
-692
884
$12K ﹤0.01%
+164
885
$12K ﹤0.01%
100
886
$12K ﹤0.01%
368
-604
887
$12K ﹤0.01%
100
888
$12K ﹤0.01%
95
-6
889
$12K ﹤0.01%
1,184
890
$12K ﹤0.01%
+86
891
$12K ﹤0.01%
300
892
$12K ﹤0.01%
800
+400
893
$12K ﹤0.01%
+480
894
$12K ﹤0.01%
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895
$12K ﹤0.01%
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896
$11K ﹤0.01%
72
-24
897
$11K ﹤0.01%
219
-4,348
898
$11K ﹤0.01%
320
899
$11K ﹤0.01%
97
+9
900
$11K ﹤0.01%
+271
34 35
36
37 38