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
$242M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$40.5M
2
+$31.5M
3
+$28.4M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$16.9M
5
VB icon
Vanguard Small-Cap ETF
VB
+$9.34M

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.77%
2 Healthcare 6.77%
3 Consumer Staples 5.3%
4 Consumer Discretionary 2.91%
5 Financials 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$729K 0.3%
+2,364
52
$711K 0.29%
+12,500
53
$683K 0.28%
+4,300
54
$642K 0.27%
+3,012
55
$622K 0.26%
+6,201
56
$613K 0.25%
+7,312
57
$598K 0.25%
+12,549
58
$589K 0.24%
+2,235
59
$587K 0.24%
+11,703
60
$586K 0.24%
+40,070
61
$580K 0.24%
+6,036
62
$541K 0.22%
+1,186
63
$524K 0.22%
+11,590
64
$503K 0.21%
+2,098
65
$492K 0.2%
+4,879
66
$488K 0.2%
+3,462
67
$481K 0.2%
+3,225
68
$480K 0.2%
+5,798
69
$463K 0.19%
+19,050
70
$417K 0.17%
+4,051
71
$417K 0.17%
+4,800
72
$411K 0.17%
+1,916
73
$409K 0.17%
+3,724
74
$371K 0.15%
+7,854
75
$358K 0.15%
+1,063
1 2
3
4 5