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
1151
$276K ﹤0.01%
6,282
+544
1152
$276K ﹤0.01%
13,644
-6,950
1153
$276K ﹤0.01%
6,233
+797
1154
$275K ﹤0.01%
2,936
1155
$275K ﹤0.01%
12,916
-262
1156
$274K ﹤0.01%
+2,840
1157
$274K ﹤0.01%
19,188
1158
$273K ﹤0.01%
5,102
+1,157
1159
$273K ﹤0.01%
1,273
+28
1160
$273K ﹤0.01%
4,434
-1,456
1161
$272K ﹤0.01%
3,782
+239
1162
$272K ﹤0.01%
+12,516
1163
$272K ﹤0.01%
+3,569
1164
$271K ﹤0.01%
6,139
-93
1165
$271K ﹤0.01%
9,266
+2,670
1166
$271K ﹤0.01%
+6,704
1167
$271K ﹤0.01%
+1,093
1168
$270K ﹤0.01%
+820
1169
$270K ﹤0.01%
9,800
1170
$269K ﹤0.01%
7,737
-3,828
1171
$269K ﹤0.01%
+2,379
1172
$269K ﹤0.01%
1,436
+149
1173
$269K ﹤0.01%
3,410
-214
1174
$268K ﹤0.01%
3,159
+454
1175
$268K ﹤0.01%
+1,765
45 46
47
48 49