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
$254M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$820K
3
+$478K
4
WTRG icon
Essential Utilities
WTRG
+$437K
5
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$274K

Top Sells

1
+$398K
2
+$218K
3
+$179K
4
AAPL icon
Apple
AAPL
+$112K
5
JNJ icon
Johnson & Johnson
JNJ
+$104K

Sector Composition

1 Technology 8.96%
2 Healthcare 5.8%
3 Consumer Staples 5.02%
4 Consumer Discretionary 3.24%
5 Communication Services 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$357K 0.14%
10,932
-1,500
77
$356K 0.14%
946
-46
78
$347K 0.14%
3,601
-450
79
$334K 0.13%
2,958
-200
80
$332K 0.13%
3,777
-23
81
$329K 0.13%
2,686
82
$327K 0.13%
4,699
-200
83
$326K 0.13%
1,597
-23
84
$325K 0.13%
1,626
-27
85
$321K 0.13%
1,677
-239
86
$319K 0.13%
2,100
87
$302K 0.12%
3,400
88
$294K 0.12%
995
+3
89
$287K 0.11%
9,575
90
$276K 0.11%
1,133
91
$259K 0.1%
1,333
92
$257K 0.1%
8,979
+11
93
$247K 0.1%
4,469
-474
94
$241K 0.1%
1,259
95
$238K 0.09%
1,764
96
$230K 0.09%
2,978
97
$227K 0.09%
2,496
98
$227K 0.09%
2,600
99
$223K 0.09%
1,300
100
$219K 0.09%
919
1 2 3
4
5