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
$431M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$4.55M
2
+$1.34M
3
+$1.23M
4
CGMU icon
Capital Group Municipal Income ETF
CGMU
+$1.15M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.1M

Top Sells

1
+$3.35M
2
+$589K
3
+$265K
4
NVDA icon
NVIDIA
NVDA
+$258K
5
MRVL icon
Marvell Technology
MRVL
+$236K

Sector Composition

1 Technology 7.15%
2 Healthcare 3.74%
3 Consumer Staples 3.68%
4 Consumer Discretionary 2.62%
5 Financials 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$598K 0.14%
14,521
-18
77
$595K 0.14%
10,257
-373
78
$581K 0.13%
9,355
-395
79
$578K 0.13%
3,763
+4
80
$575K 0.13%
+7,745
81
$575K 0.13%
4,112
82
$566K 0.13%
5,162
-301
83
$550K 0.13%
1,864
-50
84
$542K 0.13%
7,629
-12
85
$527K 0.12%
10,542
+3,980
86
$526K 0.12%
17,000
87
$514K 0.12%
1,000
+7
88
$511K 0.12%
9,105
-684
89
$485K 0.11%
3,305
-39
90
$466K 0.11%
3,335
91
$461K 0.11%
5,940
+135
92
$444K 0.1%
994
93
$433K 0.1%
6,748
+2,337
94
$426K 0.1%
2,463
95
$400K 0.09%
1,159
96
$398K 0.09%
777
-100
97
$393K 0.09%
3,400
-200
98
$379K 0.09%
3,469
-1
99
$375K 0.09%
4,075
100
$374K 0.09%
6,254
2 3
4
5 6