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
$291M
AUM Growth
+$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$854K
2
+$780K
3
+$318K
4
CRM icon
Salesforce
CRM
+$256K
5
VB icon
Vanguard Small-Cap ETF
VB
+$256K

Top Sells

1
+$155K
2
+$143K
3
+$142K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$119K
5
TRI icon
Thomson Reuters
TRI
+$102K

Sector Composition

1 Technology 9.34%
2 Healthcare 4.95%
3 Consumer Staples 3.99%
4 Consumer Discretionary 3.5%
5 Communication Services 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$614K 0.21%
16,280
+43
52
$606K 0.21%
12,903
-688
53
$602K 0.21%
11,926
-256
54
$586K 0.2%
983
55
$579K 0.2%
5,951
56
$572K 0.2%
1,934
57
$565K 0.19%
17,300
58
$549K 0.19%
6,950
-451
59
$546K 0.19%
17,000
60
$539K 0.19%
3,724
61
$503K 0.17%
17,470
-2,099
62
$465K 0.16%
2,844
-12
63
$462K 0.16%
12,500
64
$455K 0.16%
3,477
-300
65
$448K 0.15%
4,904
-478
66
$448K 0.15%
4,852
67
$440K 0.15%
8,768
+190
68
$434K 0.15%
5,158
-573
69
$429K 0.15%
3,009
+18
70
$428K 0.15%
8,526
71
$427K 0.15%
8,127
72
$421K 0.15%
964
73
$415K 0.14%
6,825
-2,333
74
$409K 0.14%
3,660
+610
75
$406K 0.14%
7,890
1 2
3
4 5