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
$271M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$966K
3
+$809K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$592K
5
VB icon
Vanguard Small-Cap ETF
VB
+$428K

Top Sells

1
+$575K
2
+$437K
3
+$282K
4
CVX icon
Chevron
CVX
+$216K
5
MRK icon
Merck
MRK
+$209K

Sector Composition

1 Technology 9.59%
2 Healthcare 5.36%
3 Consumer Staples 4.71%
4 Consumer Discretionary 3.4%
5 Communication Services 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.52M 0.56%
33,456
+2,262
27
$1.39M 0.51%
2,999
-9
28
$1.32M 0.49%
2,750
+9
29
$1.24M 0.46%
5,453
+213
30
$1.24M 0.46%
7,848
-1,373
31
$1.15M 0.43%
3,384
+431
32
$1.15M 0.42%
14,500
-796
33
$1.07M 0.4%
7,549
+76
34
$1.07M 0.39%
8,855
+576
35
$1.04M 0.39%
5,336
-163
36
$1.04M 0.38%
24,480
-13,590
37
$1.03M 0.38%
4,522
-67
38
$1.01M 0.37%
16,797
-245
39
$962K 0.36%
5,194
-50
40
$867K 0.32%
1,252
41
$863K 0.32%
3,049
+39
42
$813K 0.3%
13,598
+334
43
$813K 0.3%
8,512
-216
44
$763K 0.28%
9,214
-84
45
$751K 0.28%
14,477
-1,280
46
$738K 0.27%
20,131
-2,064
47
$726K 0.27%
7,441
+1
48
$724K 0.27%
4,374
-26
49
$716K 0.26%
44,834
+1,400
50
$678K 0.25%
2,264
-100
1
2
3 4 5