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
$8.44B
AUM Growth
-$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,510
New
Increased
Reduced
Closed

Top Buys

1
+$66.1M
2
+$41.6M
3
+$39.2M
4
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$32.3M
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$24.1M

Top Sells

1
+$57.8M
2
+$48.5M
3
+$34.9M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$26.5M
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$21.4M

Sector Composition

1 Technology 5.6%
2 Financials 2.82%
3 Healthcare 2.55%
4 Consumer Discretionary 2.04%
5 Industrials 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1126
$292K ﹤0.01%
1,714
-314
1127
$290K ﹤0.01%
7,900
1128
$289K ﹤0.01%
10,821
+3,207
1129
$288K ﹤0.01%
3,496
+70
1130
$288K ﹤0.01%
11,514
+3,500
1131
$288K ﹤0.01%
+3,164
1132
$288K ﹤0.01%
+4,840
1133
$288K ﹤0.01%
3,526
+296
1134
$288K ﹤0.01%
2,630
-2,623
1135
$287K ﹤0.01%
2,998
+11
1136
$286K ﹤0.01%
8,610
+275
1137
$286K ﹤0.01%
5,186
+1,024
1138
$285K ﹤0.01%
2,990
-541
1139
$284K ﹤0.01%
+7,020
1140
$284K ﹤0.01%
2,896
-1,523
1141
$283K ﹤0.01%
+11,120
1142
$282K ﹤0.01%
887
+219
1143
$281K ﹤0.01%
238
+30
1144
$280K ﹤0.01%
+941
1145
$280K ﹤0.01%
14,821
1146
$279K ﹤0.01%
10,068
+985
1147
$278K ﹤0.01%
2,223
+784
1148
$277K ﹤0.01%
1,239
+319
1149
$277K ﹤0.01%
9,250
1150
$277K ﹤0.01%
3,026
+521
44 45
46
47 48