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
$271M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$966K
3
+$809K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$592K
5
VB icon
Vanguard Small-Cap ETF
VB
+$428K

Top Sells

1
+$575K
2
+$437K
3
+$282K
4
CVX icon
Chevron
CVX
+$216K
5
MRK icon
Merck
MRK
+$209K

Sector Composition

1 Technology 9.59%
2 Healthcare 5.36%
3 Consumer Staples 4.71%
4 Consumer Discretionary 3.4%
5 Communication Services 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$225K 0.08%
919
102
$221K 0.08%
2,978
103
$219K 0.08%
2,440
104
$217K 0.08%
1,573
+1
105
$209K 0.08%
1,313
106
$205K 0.08%
+972
107
$205K 0.08%
+2,339
108
$179K 0.07%
10,907
-668
109
– –
-1,000
1 2 3 4
5