OHWA

Oak Hill Wealth Advisors Portfolio holdings

AUM $534M
1-Year Est. Return 12.38%
This Quarter Est. Return
1 Year Est. Return
+12.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$242M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$40.5M
2
+$31.5M
3
+$28.4M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$16.9M
5
VB icon
Vanguard Small-Cap ETF
VB
+$9.34M

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.77%
2 Healthcare 6.77%
3 Consumer Staples 5.3%
4 Consumer Discretionary 2.91%
5 Financials 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.47M 0.61%
+32,198
27
$1.47M 0.61%
+2,769
28
$1.41M 0.58%
+33,671
29
$1.21M 0.5%
+23,694
30
$1.17M 0.48%
+4,739
31
$1.17M 0.48%
+5,599
32
$1.11M 0.46%
+3,028
33
$1.11M 0.46%
+14,260
34
$1.1M 0.45%
+17,301
35
$1.07M 0.44%
+5,571
36
$1.05M 0.43%
+7,477
37
$1.01M 0.42%
+16,445
38
$947K 0.39%
+5,244
39
$912K 0.38%
+2,953
40
$908K 0.38%
+8,728
41
$905K 0.37%
+1,277
42
$876K 0.36%
+9,398
43
$872K 0.36%
+47,360
44
$849K 0.35%
+13,383
45
$774K 0.32%
+17,000
46
$773K 0.32%
+19,630
47
$758K 0.31%
+9,064
48
$753K 0.31%
+7,440
49
$739K 0.31%
+2,813
50
$735K 0.3%
+8,279
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