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
$291M
AUM Growth
+$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$854K
2
+$780K
3
+$318K
4
CRM icon
Salesforce
CRM
+$256K
5
VB icon
Vanguard Small-Cap ETF
VB
+$256K

Top Sells

1
+$155K
2
+$143K
3
+$142K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$119K
5
TRI icon
Thomson Reuters
TRI
+$102K

Sector Composition

1 Technology 9.34%
2 Healthcare 4.95%
3 Consumer Staples 3.99%
4 Consumer Discretionary 3.5%
5 Communication Services 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$398K 0.14%
6,112
-60
77
$396K 0.14%
6,831
+1,062
78
$377K 0.13%
1,695
79
$337K 0.12%
3,478
+211
80
$332K 0.11%
9,575
81
$313K 0.11%
1,300
82
$305K 0.11%
1,455
83
$302K 0.1%
1,399
84
$290K 0.1%
2,600
85
$281K 0.1%
2,587
+1
86
$273K 0.09%
3,400
87
$271K 0.09%
783
88
$269K 0.09%
2,496
89
$265K 0.09%
3,775
-772
90
$261K 0.09%
1,700
-30
91
$261K 0.09%
1,159
92
$258K 0.09%
1,764
-699
93
$256K 0.09%
+972
94
$251K 0.09%
526
95
$239K 0.08%
+1,621
96
$234K 0.08%
2,197
-562
97
$233K 0.08%
2,582
-1,580
98
$233K 0.08%
2,870
99
$230K 0.08%
919
100
$227K 0.08%
+6,747
1 2 3
4
5