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
176
$1.73M 0.07%
34,284
-3,835
177
$1.69M 0.07%
41,475
-4,080
178
$1.69M 0.07%
33,058
+1,241
179
$1.69M 0.07%
65,816
+7,114
180
$1.66M 0.07%
27,116
+73
181
$1.65M 0.07%
11,018
+109
182
$1.64M 0.07%
109,363
-28,180
183
$1.64M 0.07%
69,918
-1,574
184
$1.64M 0.06%
32,157
-10,248
185
$1.63M 0.06%
7,060
-66
186
$1.6M 0.06%
5,114
-1,501
187
$1.6M 0.06%
25,902
+3,183
188
$1.59M 0.06%
4,519
-20
189
$1.54M 0.06%
26,070
+22
190
$1.53M 0.06%
14,170
-567
191
$1.53M 0.06%
16,700
+1,448
192
$1.51M 0.06%
22,801
-2,644
193
$1.5M 0.06%
25,265
+7,131
194
$1.5M 0.06%
7,072
+797
195
$1.5M 0.06%
4,311
-18
196
$1.5M 0.06%
4,155
-1,044
197
$1.49M 0.06%
61,458
+20,665
198
$1.49M 0.06%
5,596
-316
199
$1.47M 0.06%
8,050
-1,014
200
$1.46M 0.06%
46,861
+14,909
6 7
8
9 10