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
$242M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$40.5M
2 +$31.5M
3 +$28.4M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$16.9M
5
VB icon
Vanguard Small-Cap ETF
VB
+$9.34M

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.77%
2 Healthcare 6.77%
3 Consumer Staples 5.3%
4 Consumer Discretionary 2.91%
5 Financials 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$209K 0.09%
+1,764
102
$205K 0.08%
+11,542
103
$204K 0.08%
+1,300