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
$254M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$820K
3
+$478K
4
WTRG icon
Essential Utilities
WTRG
+$437K
5
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$274K

Top Sells

1
+$398K
2
+$218K
3
+$179K
4
AAPL icon
Apple
AAPL
+$112K
5
JNJ icon
Johnson & Johnson
JNJ
+$104K

Sector Composition

1 Technology 8.96%
2 Healthcare 5.8%
3 Consumer Staples 5.02%
4 Consumer Discretionary 3.24%
5 Communication Services 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$699K 0.28%
4,400
+100
52
$693K 0.27%
9,298
-100
53
$679K 0.27%
2,364
54
$678K 0.27%
17,000
55
$644K 0.25%
2,663
-150
56
$631K 0.25%
12,076
-473
57
$589K 0.23%
1,186
58
$534K 0.21%
3,227
+2
59
$526K 0.21%
6,036
60
$522K 0.21%
6,112
-1,200
61
$515K 0.2%
10,990
-600
62
$477K 0.19%
17,300
-1,750
63
$477K 0.19%
12,500
64
$473K 0.19%
3,724
65
$471K 0.19%
4,704
-96
66
$468K 0.18%
4,782
-97
67
$450K 0.18%
5,125
-1,076
68
$437K 0.17%
5,616
-182
69
$437K 0.17%
+1,000
70
$434K 0.17%
1,898
-200
71
$420K 0.17%
3,949
+1,809
72
$410K 0.16%
8,145
-3,558
73
$387K 0.15%
7,863
+9
74
$379K 0.15%
983
-80
75
$372K 0.15%
2,835
-627
1 2
3
4 5