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
$420M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$33.6M
2
+$29.6M
3
+$27.2M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$26.4M
5
VUG icon
Vanguard Growth ETF
VUG
+$26.2M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.16%
2 Healthcare 3.45%
3 Consumer Staples 3.38%
4 Consumer Discretionary 2.96%
5 Financials 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$929K 0.22%
+14,928
52
$901K 0.21%
+7,912
53
$899K 0.21%
+30,339
54
$897K 0.21%
+3,095
55
$895K 0.21%
+5,884
56
$886K 0.21%
+967
57
$849K 0.2%
+3,660
58
$725K 0.17%
+19,370
59
$720K 0.17%
+7,966
60
$718K 0.17%
+7,227
61
$709K 0.17%
+4,112
62
$696K 0.17%
+1,919
63
$692K 0.17%
+3,494
64
$686K 0.16%
+3,121
65
$684K 0.16%
+2,163
66
$681K 0.16%
+2,612
67
$677K 0.16%
+5,463
68
$631K 0.15%
+14,539
69
$606K 0.14%
+8,453
70
$605K 0.14%
+10,217
71
$603K 0.14%
+5,211
72
$585K 0.14%
+5,250
73
$577K 0.14%
+3,759
74
$575K 0.14%
+9,750
75
$570K 0.14%
+14,259
1 2
3
4 5