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
951
$8K ﹤0.01%
70
+12
952
$8K ﹤0.01%
800
953
$8K ﹤0.01%
+38
954
$8K ﹤0.01%
300
-2,496
955
$8K ﹤0.01%
629
956
$8K ﹤0.01%
120
957
$8K ﹤0.01%
118
-530
958
$8K ﹤0.01%
140
959
$8K ﹤0.01%
+117
960
$8K ﹤0.01%
100
961
$8K ﹤0.01%
101
+37
962
$8K ﹤0.01%
+71
963
$8K ﹤0.01%
+143
964
$8K ﹤0.01%
205
965
$8K ﹤0.01%
224
966
$8K ﹤0.01%
+159
967
$8K ﹤0.01%
+1,400
968
$8K ﹤0.01%
613
969
$7K ﹤0.01%
92
+1
970
$7K ﹤0.01%
6
971
$7K ﹤0.01%
82
-235
972
$7K ﹤0.01%
100
973
$7K ﹤0.01%
230
974
$7K ﹤0.01%
202
975
$7K ﹤0.01%
100
37 38
39
40 41