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
1151
$1K ﹤0.01%
55
+1
1152
$1K ﹤0.01%
63
1153
$1K ﹤0.01%
11
1154
$1K ﹤0.01%
50
1155
$1K ﹤0.01%
10
1156
$1K ﹤0.01%
+29
1157
$1K ﹤0.01%
20
1158
$1K ﹤0.01%
5
1159
$1K ﹤0.01%
6
1160
$1K ﹤0.01%
60
-1,283
1161
$1K ﹤0.01%
22
1162
$1K ﹤0.01%
300
1163
$1K ﹤0.01%
4
1164
– –
0
1165
$1K ﹤0.01%
52
+15
1166
$1K ﹤0.01%
2,160
1167
$1K ﹤0.01%
50
1168
$1K ﹤0.01%
250
1169
$1K ﹤0.01%
20
1170
$1K ﹤0.01%
70
1171
$1K ﹤0.01%
12
1172
$1K ﹤0.01%
+50
1173
$1K ﹤0.01%
200
1174
$1K ﹤0.01%
57
-243
1175
– –
-86
45 46
47
48 49