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
1326
$203K ﹤0.01%
+2,568
1327
$203K ﹤0.01%
6,992
+273
1328
$202K ﹤0.01%
8,000
-2,700
1329
$202K ﹤0.01%
635
-619
1330
$202K ﹤0.01%
21,053
-284
1331
$201K ﹤0.01%
1,369
+174
1332
$200K ﹤0.01%
+2,723
1333
$200K ﹤0.01%
+1,310
1334
$200K ﹤0.01%
+3,922
1335
$200K ﹤0.01%
+9,850
1336
$200K ﹤0.01%
10,175
-3,161
1337
$189K ﹤0.01%
22,735
+658
1338
$181K ﹤0.01%
12,642
-197
1339
$168K ﹤0.01%
29,934
+6,270
1340
$167K ﹤0.01%
+10,040
1341
$166K ﹤0.01%
18,977
-4,179
1342
$164K ﹤0.01%
+10,651
1343
$161K ﹤0.01%
32,271
+4,570
1344
$160K ﹤0.01%
58,095
+3,354
1345
$152K ﹤0.01%
+10,115
1346
$152K ﹤0.01%
17,058
+4,261
1347
$150K ﹤0.01%
19,850
-200
1348
$147K ﹤0.01%
+11,399
1349
$145K ﹤0.01%
11,878
+1,121
1350
$142K ﹤0.01%
11,273
+1,250
52 53
54
55 56