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
$420M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$33.6M
2
+$29.6M
3
+$27.2M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$26.4M
5
VUG icon
Vanguard Growth ETF
VUG
+$26.2M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.16%
2 Healthcare 3.45%
3 Consumer Staples 3.38%
4 Consumer Discretionary 2.96%
5 Financials 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.15M 0.75%
+17,700
27
$2.91M 0.69%
+52,489
28
$2.85M 0.68%
+19,737
29
$2.5M 0.6%
+8,633
30
$2.48M 0.59%
+10,332
31
$2.33M 0.56%
+22,516
32
$2.28M 0.54%
+2,950
33
$2.07M 0.49%
+7,060
34
$2.04M 0.49%
+15,206
35
$1.88M 0.45%
+35,901
36
$1.87M 0.45%
+12,942
37
$1.69M 0.4%
+14,945
38
$1.66M 0.4%
+28,487
39
$1.61M 0.38%
+32,094
40
$1.55M 0.37%
+8,156
41
$1.54M 0.37%
+6,809
42
$1.33M 0.32%
+2,622
43
$1.22M 0.29%
+13,329
44
$1.15M 0.27%
+9,563
45
$1.12M 0.27%
+4,761
46
$1.1M 0.26%
+1,076
47
$1.04M 0.25%
+38,639
48
$1.02M 0.24%
+2,248
49
$976K 0.23%
+27,668
50
$972K 0.23%
+4,621
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