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
$431M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$4.55M
2
+$1.34M
3
+$1.23M
4
CGMU icon
Capital Group Municipal Income ETF
CGMU
+$1.15M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.1M

Top Sells

1
+$3.35M
2
+$589K
3
+$265K
4
NVDA icon
NVIDIA
NVDA
+$258K
5
MRVL icon
Marvell Technology
MRVL
+$236K

Sector Composition

1 Technology 7.15%
2 Healthcare 3.74%
3 Consumer Staples 3.68%
4 Consumer Discretionary 2.62%
5 Financials 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.16M 0.27%
16,128
+1,200
52
$1.03M 0.24%
4,360
-401
53
$1.02M 0.24%
1,076
54
$977K 0.23%
7,912
55
$967K 0.22%
4,621
56
$967K 0.22%
3,095
57
$927K 0.22%
6,183
+299
58
$918K 0.21%
970
+3
59
$758K 0.18%
2,163
60
$751K 0.17%
2,410
-202
61
$694K 0.16%
5,692
+919
62
$693K 0.16%
7,892
-74
63
$690K 0.16%
5,211
64
$683K 0.16%
10,700
-100
65
$677K 0.16%
19,766
+4,664
66
$662K 0.15%
19,369
-1
67
$662K 0.15%
27,489
+13,836
68
$657K 0.15%
23,247
+333
69
$651K 0.15%
3,495
+1
70
$649K 0.15%
1,969
+50
71
$647K 0.15%
14,257
-2
72
$626K 0.15%
24,072
+11,447
73
$625K 0.14%
10,125
-92
74
$613K 0.14%
3,660
75
$599K 0.14%
8,453
1 2
3
4 5