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
$271M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$966K
3
+$809K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$592K
5
VB icon
Vanguard Small-Cap ETF
VB
+$428K

Top Sells

1
+$575K
2
+$437K
3
+$282K
4
CVX icon
Chevron
CVX
+$216K
5
MRK icon
Merck
MRK
+$209K

Sector Composition

1 Technology 9.59%
2 Healthcare 5.36%
3 Consumer Staples 4.71%
4 Consumer Discretionary 3.4%
5 Communication Services 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$331K 0.12%
2,958
77
$331K 0.12%
3,931
+1,435
78
$327K 0.12%
9,575
79
$319K 0.12%
4,547
-152
80
$314K 0.12%
3,498
-1,206
81
$309K 0.11%
994
-1
82
$302K 0.11%
1,454
-223
83
$296K 0.11%
3,400
84
$294K 0.11%
1,514
-83
85
$293K 0.11%
5,232
+763
86
$287K 0.11%
3,191
-410
87
$285K 0.11%
2,586
-100
88
$285K 0.11%
8,526
-2,406
89
$284K 0.1%
1,133
90
$271K 0.1%
15,748
+3,448
91
$261K 0.1%
1,300
92
$255K 0.09%
1,159
-100
93
$252K 0.09%
+2,900
94
$251K 0.09%
1,700
-400
95
$247K 0.09%
2,140
-1,809
96
$239K 0.09%
1,334
+1
97
$238K 0.09%
1,764
98
$235K 0.09%
8,190
-789
99
$234K 0.09%
+526
100
$233K 0.09%
2,600
1 2 3
4
5