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
$291M
AUM Growth
+$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$854K
2
+$780K
3
+$318K
4
CRM icon
Salesforce
CRM
+$256K
5
VB icon
Vanguard Small-Cap ETF
VB
+$256K

Top Sells

1
+$155K
2
+$143K
3
+$142K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$119K
5
TRI icon
Thomson Reuters
TRI
+$102K

Sector Composition

1 Technology 9.34%
2 Healthcare 4.95%
3 Consumer Staples 3.99%
4 Consumer Discretionary 3.5%
5 Communication Services 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.54M 0.53%
2,634
-42
27
$1.53M 0.53%
32,032
+141
28
$1.46M 0.5%
15,229
-85
29
$1.44M 0.5%
2,737
-43
30
$1.28M 0.44%
31,740
-421
31
$1.17M 0.4%
8,337
+30
32
$1.13M 0.39%
8,512
33
$1.12M 0.39%
5,336
34
$1.09M 0.38%
13,464
-55
35
$1.08M 0.37%
7,236
+203
36
$1.04M 0.36%
4,389
-271
37
$1.02M 0.35%
1,252
38
$968K 0.33%
19,550
+110
39
$941K 0.32%
2,638
-333
40
$928K 0.32%
15,747
-1,050
41
$889K 0.31%
2,861
+24
42
$854K 0.29%
5,027
-46
43
$809K 0.28%
4,494
+94
44
$801K 0.28%
13,957
-405
45
$775K 0.27%
2,692
46
$732K 0.25%
2,470
47
$700K 0.24%
7,440
-214
48
$635K 0.22%
962
49
$628K 0.22%
2,292
50
$623K 0.21%
37,121
-3,725
1
2
3 4 5