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
$330M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$59.1M
2
+$40.1M
3
+$35.8M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$21.6M
5
VB icon
Vanguard Small-Cap ETF
VB
+$13.2M

Top Sells

No sells this quarter

Sector Composition

1 Technology 9.23%
2 Healthcare 4.4%
3 Consumer Staples 3.9%
4 Consumer Discretionary 3.36%
5 Communication Services 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$636K 0.19%
+10,541
52
$634K 0.19%
+17,300
53
$619K 0.19%
+3,394
54
$588K 0.18%
+3,660
55
$577K 0.17%
+5,238
56
$573K 0.17%
+2,250
57
$565K 0.17%
+10,800
58
$561K 0.17%
+1,684
59
$558K 0.17%
+2,164
60
$546K 0.17%
+983
61
$540K 0.16%
+28,273
62
$518K 0.16%
+17,000
63
$512K 0.16%
+7,562
64
$493K 0.15%
+4,910
65
$492K 0.15%
+983
66
$490K 0.15%
+8,490
67
$476K 0.14%
+6,203
68
$475K 0.14%
+7,490
69
$468K 0.14%
+2,706
70
$455K 0.14%
+4,552
71
$443K 0.13%
+9,038
72
$443K 0.13%
+2,730
73
$435K 0.13%
+6,137
74
$412K 0.13%
+8,681
75
$408K 0.12%
+1,300
1 2
3
4 5