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
1001
$6K ﹤0.01%
78
1002
$6K ﹤0.01%
246
+112
1003
$6K ﹤0.01%
169
+30
1004
$6K ﹤0.01%
100
-67
1005
$6K ﹤0.01%
376
-700
1006
$6K ﹤0.01%
65
-19
1007
$6K ﹤0.01%
775
1008
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256
+22
1009
$6K ﹤0.01%
324
+32
1010
$6K ﹤0.01%
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+1
1011
$6K ﹤0.01%
75
1012
$5K ﹤0.01%
240
1013
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1014
$5K ﹤0.01%
79
-71
1015
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313
+2
1016
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280
+115
1017
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1018
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390
1019
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200
1020
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85
1021
$5K ﹤0.01%
100
1022
$5K ﹤0.01%
200
-400
1023
$5K ﹤0.01%
64
1024
$5K ﹤0.01%
160
1025
$5K ﹤0.01%
36
39 40
41
42 43