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
$254M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$820K
3
+$478K
4
WTRG icon
Essential Utilities
WTRG
+$437K
5
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$274K

Top Sells

1
+$398K
2
+$218K
3
+$179K
4
AAPL icon
Apple
AAPL
+$112K
5
JNJ icon
Johnson & Johnson
JNJ
+$104K

Sector Composition

1 Technology 8.96%
2 Healthcare 5.8%
3 Consumer Staples 5.02%
4 Consumer Discretionary 3.24%
5 Communication Services 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.49M 0.59%
32,920
-751
27
$1.39M 0.55%
31,194
-1,004
28
$1.3M 0.51%
2,741
-28
29
$1.23M 0.48%
15,296
+1,036
30
$1.08M 0.43%
5,499
-100
31
$1.07M 0.42%
5,240
-331
32
$1.06M 0.42%
17,042
-259
33
$1.06M 0.42%
38,070
-2,000
34
$1.04M 0.41%
3,008
-20
35
$1.03M 0.41%
7,473
-4
36
$973K 0.38%
4,589
-150
37
$956K 0.38%
5,244
38
$912K 0.36%
2,953
39
$906K 0.36%
22,195
-1,499
40
$889K 0.35%
3,180
+945
41
$886K 0.35%
8,728
42
$881K 0.35%
15,757
-688
43
$862K 0.34%
8,279
44
$840K 0.33%
13,264
-119
45
$837K 0.33%
1,252
-25
46
$837K 0.33%
43,434
-3,926
47
$751K 0.3%
3,010
-2
48
$729K 0.29%
18,751
-879
49
$724K 0.29%
7,440
50
$699K 0.28%
9,064
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