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
$254M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$820K
3
+$478K
4
WTRG icon
Essential Utilities
WTRG
+$437K
5
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$274K

Top Sells

1
+$398K
2
+$218K
3
+$179K
4
AAPL icon
Apple
AAPL
+$112K
5
JNJ icon
Johnson & Johnson
JNJ
+$104K

Sector Composition

1 Technology 8.96%
2 Healthcare 5.8%
3 Consumer Staples 5.02%
4 Consumer Discretionary 3.24%
5 Communication Services 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$215K 0.08%
12,300
102
$211K 0.08%
1,572
+1
103
$208K 0.08%
+1,313
104
$207K 0.08%
11,575
+33
105
$204K 0.08%
+2,440
106
– –
-567
1 2 3 4
5