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
$2.52B
AUM Growth
+$93.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
791
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$10.4M
3
+$8.32M
4
GSEW icon
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
+$6.65M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$5.82M

Top Sells

1
+$1.78M
2
+$1.68M
3
+$1.31M
4
JETS icon
US Global Jets ETF
JETS
+$1.28M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.11M

Sector Composition

1 Technology 5.45%
2 Financials 3.57%
3 Healthcare 2.96%
4 Communication Services 2.7%
5 Consumer Discretionary 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.67M 0.11%
26,503
+2,800
127
$2.65M 0.11%
57,936
-197
128
$2.65M 0.11%
22,790
+168
129
$2.63M 0.1%
167,663
+16,550
130
$2.62M 0.1%
17,860
+697
131
$2.59M 0.1%
130,602
-4,139
132
$2.58M 0.1%
86,333
-8,331
133
$2.58M 0.1%
5,733
+413
134
$2.55M 0.1%
84,970
+3,160
135
$2.52M 0.1%
11,002
+1,195
136
$2.48M 0.1%
73,349
+481
137
$2.38M 0.09%
4,958
-15
138
$2.38M 0.09%
59,267
+5,913
139
$2.38M 0.09%
40,670
+36,405
140
$2.35M 0.09%
14,342
-7
141
$2.35M 0.09%
77,256
-12,900
142
$2.35M 0.09%
29,913
-1,495
143
$2.27M 0.09%
72,623
-1,698
144
$2.26M 0.09%
5,641
+1,102
145
$2.25M 0.09%
26,190
+1,165
146
$2.21M 0.09%
7,899
+1,488
147
$2.21M 0.09%
21,731
+2,999
148
$2.18M 0.09%
22,129
+219
149
$2.17M 0.09%
9,884
-481
150
$2.16M 0.09%
34,499
-235
4 5
6
7 8