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
926
$10K ﹤0.01%
1,000
927
$10K ﹤0.01%
+400
928
$9K ﹤0.01%
+285
929
$9K ﹤0.01%
204
930
$9K ﹤0.01%
+287
931
$9K ﹤0.01%
400
932
$9K ﹤0.01%
67
933
$9K ﹤0.01%
357
934
$9K ﹤0.01%
+400
935
$9K ﹤0.01%
+300
936
$9K ﹤0.01%
2,000
937
$9K ﹤0.01%
+363
938
$9K ﹤0.01%
335
939
$9K ﹤0.01%
203
940
$9K ﹤0.01%
128
941
$9K ﹤0.01%
147
942
$9K ﹤0.01%
672
943
$9K ﹤0.01%
253
944
$9K ﹤0.01%
322
-671
945
$9K ﹤0.01%
100
946
$9K ﹤0.01%
+900
947
$8K ﹤0.01%
110
948
$8K ﹤0.01%
50
-41
949
$8K ﹤0.01%
130
950
$8K ﹤0.01%
429
36 37
38
39 40