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
$330M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$59.1M
2
+$40.1M
3
+$35.8M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$21.6M
5
VB icon
Vanguard Small-Cap ETF
VB
+$13.2M

Top Sells

No sells this quarter

Sector Composition

1 Technology 9.23%
2 Healthcare 4.4%
3 Consumer Staples 3.9%
4 Consumer Discretionary 3.36%
5 Communication Services 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$387K 0.12%
+6,112
77
$385K 0.12%
+7,638
78
$379K 0.12%
+2,563
79
$378K 0.11%
+3,695
80
$369K 0.11%
+2,977
81
$352K 0.11%
+12,588
82
$346K 0.11%
+3,488
83
$340K 0.1%
+5,750
84
$314K 0.1%
+1,426
85
$301K 0.09%
+1,159
86
$297K 0.09%
+1,764
87
$293K 0.09%
+3,775
88
$288K 0.09%
+526
89
$285K 0.09%
+2,839
90
$280K 0.08%
+2,600
91
$278K 0.08%
+1,749
92
$272K 0.08%
+1,399
93
$271K 0.08%
+1,500
94
$270K 0.08%
+4,652
95
$270K 0.08%
+783
96
$267K 0.08%
+6,713
97
$255K 0.08%
+992
98
$252K 0.08%
+2,870
99
$250K 0.08%
+8,076
100
$244K 0.07%
+919
1 2 3
4
5