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
$242M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$40.5M
2
+$31.5M
3
+$28.4M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$16.9M
5
VB icon
Vanguard Small-Cap ETF
VB
+$9.34M

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.77%
2 Healthcare 6.77%
3 Consumer Staples 5.3%
4 Consumer Discretionary 2.91%
5 Financials 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$350K 0.14%
+4,899
77
$349K 0.14%
+992
78
$344K 0.14%
+3,158
79
$343K 0.14%
+1,620
80
$329K 0.14%
+1,653
81
$329K 0.14%
+12,432
82
$315K 0.13%
+3,400
83
$314K 0.13%
+2,686
84
$313K 0.13%
+992
85
$297K 0.12%
+8,968
86
$297K 0.12%
+9,575
87
$284K 0.12%
+2,100
88
$282K 0.12%
+3,800
89
$256K 0.11%
+4,943
90
$253K 0.1%
+2,600
91
$250K 0.1%
+1,133
92
$237K 0.1%
+2,140
93
$237K 0.1%
+1,259
94
$237K 0.1%
+2,496
95
$232K 0.1%
+1,333
96
$228K 0.09%
+919
97
$228K 0.09%
+2,978
98
$222K 0.09%
+12,300
99
$218K 0.09%
+567
100
$213K 0.09%
+1,571
1 2 3
4
5