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
176
$292K 0.06%
4,342
-151
177
$283K 0.06%
1,072
+842
178
$282K 0.06%
+2,463
179
$279K 0.06%
6,095
-4,150
180
$267K 0.06%
3,441
-106
181
$266K 0.06%
10,575
+3,000
182
$263K 0.06%
4,273
-408
183
$254K 0.06%
1,672
+2
184
$251K 0.06%
5,668
185
$250K 0.05%
4,580
-688
186
$250K 0.05%
4,321
-4,645
187
$249K 0.05%
1,927
-1,817
188
$245K 0.05%
11,125
189
$243K 0.05%
8,624
-32
190
$241K 0.05%
46,000
191
$240K 0.05%
3,184
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192
$236K 0.05%
5,290
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193
$235K 0.05%
1,030
+2
194
$235K 0.05%
1,458
195
$234K 0.05%
4,339
+2
196
$234K 0.05%
3,598
-56
197
$230K 0.05%
1,252
-353
198
$230K 0.05%
1,540
+635
199
$229K 0.05%
2,698
+9
200
$227K 0.05%
13,477
+10,434
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