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
$431M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$4.55M
2
+$1.34M
3
+$1.23M
4
CGMU icon
Capital Group Municipal Income ETF
CGMU
+$1.15M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.1M

Top Sells

1
+$3.35M
2
+$589K
3
+$265K
4
NVDA icon
NVIDIA
NVDA
+$258K
5
MRVL icon
Marvell Technology
MRVL
+$236K

Sector Composition

1 Technology 7.15%
2 Healthcare 3.74%
3 Consumer Staples 3.68%
4 Consumer Discretionary 2.62%
5 Financials 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.7M 0.86%
17,679
-21
27
$3.22M 0.75%
19,438
-299
28
$3.22M 0.75%
55,880
+3,391
29
$2.69M 0.62%
10,960
+628
30
$2.48M 0.58%
22,320
-196
31
$2.43M 0.56%
40,567
+4,666
32
$2.39M 0.55%
2,894
-56
33
$2.3M 0.53%
8,366
-267
34
$2.19M 0.51%
81,664
+43,025
35
$2.16M 0.5%
7,060
36
$2.09M 0.49%
12,520
-422
37
$1.91M 0.44%
14,374
-571
38
$1.8M 0.42%
11,325
+1,762
39
$1.73M 0.4%
29,409
+922
40
$1.59M 0.37%
32,094
41
$1.54M 0.36%
6,175
+3,054
42
$1.53M 0.36%
6,699
-110
43
$1.43M 0.33%
2,727
+105
44
$1.39M 0.32%
12,822
-2,384
45
$1.37M 0.32%
13,846
+6,619
46
$1.37M 0.32%
44,227
+13,888
47
$1.27M 0.3%
8,148
-8
48
$1.23M 0.29%
34,600
+6,932
49
$1.2M 0.28%
12,259
-1,070
50
$1.19M 0.28%
2,234
-14
1
2
3 4 5