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
$420M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$33.6M
2
+$29.6M
3
+$27.2M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$26.4M
5
VUG icon
Vanguard Growth ETF
VUG
+$26.2M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.16%
2 Healthcare 3.45%
3 Consumer Staples 3.38%
4 Consumer Discretionary 2.96%
5 Financials 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$568K 0.14%
+10,630
77
$561K 0.13%
+15,102
78
$556K 0.13%
+3,335
79
$555K 0.13%
+1,914
80
$538K 0.13%
+7,641
81
$535K 0.13%
+993
82
$533K 0.13%
+17,000
83
$527K 0.13%
+9,789
84
$522K 0.12%
+22,914
85
$516K 0.12%
+10,800
86
$514K 0.12%
+4,773
87
$483K 0.12%
+994
88
$443K 0.11%
+3,600
89
$441K 0.11%
+5,805
90
$432K 0.1%
+3,344
91
$431K 0.1%
+1,300
92
$412K 0.1%
+877
93
$400K 0.1%
+900
94
$399K 0.1%
+6,254
95
$395K 0.09%
+2,463
96
$370K 0.09%
+1,637
97
$352K 0.08%
+1,426
98
$341K 0.08%
+2,525
99
$337K 0.08%
+2,852
100
$335K 0.08%
+4,075
2 3
4
5 6