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%
200
1002
$6K ﹤0.01%
1,000
1003
$6K ﹤0.01%
200
1004
$6K ﹤0.01%
78
1005
$6K ﹤0.01%
246
+112
1006
$6K ﹤0.01%
169
+30
1007
$6K ﹤0.01%
100
-67
1008
$6K ﹤0.01%
137
+27
1009
$6K ﹤0.01%
376
-700
1010
$6K ﹤0.01%
65
-19
1011
$6K ﹤0.01%
775
1012
$5K ﹤0.01%
200
1013
$5K ﹤0.01%
240
1014
$5K ﹤0.01%
180
1015
$5K ﹤0.01%
200
1016
$5K ﹤0.01%
85
1017
$5K ﹤0.01%
390
1018
$5K ﹤0.01%
79
-71
1019
$5K ﹤0.01%
100
1020
$5K ﹤0.01%
200
-400
1021
$5K ﹤0.01%
64
1022
$5K ﹤0.01%
160
1023
$5K ﹤0.01%
36
1024
$5K ﹤0.01%
31
1025
$5K ﹤0.01%
81
39 40
41
42 43