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
$271M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$966K
3
+$809K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$592K
5
VB icon
Vanguard Small-Cap ETF
VB
+$428K

Top Sells

1
+$575K
2
+$437K
3
+$282K
4
CVX icon
Chevron
CVX
+$216K
5
MRK icon
Merck
MRK
+$209K

Sector Composition

1 Technology 9.59%
2 Healthcare 5.36%
3 Consumer Staples 4.71%
4 Consumer Discretionary 3.4%
5 Communication Services 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$673K 0.25%
9,065
+1
52
$667K 0.25%
2,235
-945
53
$661K 0.24%
16,898
-102
54
$654K 0.24%
17,575
-1,176
55
$612K 0.23%
1,136
-50
56
$595K 0.22%
11,490
-586
57
$591K 0.22%
2,663
58
$540K 0.2%
5,971
-65
59
$509K 0.19%
17,300
60
$481K 0.18%
983
61
$469K 0.17%
6,112
62
$467K 0.17%
1,898
63
$451K 0.17%
12,500
64
$444K 0.16%
3,724
65
$435K 0.16%
5,352
-264
66
$432K 0.16%
9,390
-1,600
67
$429K 0.16%
5,125
68
$415K 0.15%
3,148
-79
69
$414K 0.15%
7,875
+12
70
$412K 0.15%
4,205
-577
71
$407K 0.15%
8,119
-26
72
$385K 0.14%
946
73
$381K 0.14%
2,848
+13
74
$367K 0.14%
1,626
75
$365K 0.13%
3,919
+142
1 2
3
4 5