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
$291M
AUM Growth
+$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$854K
2
+$780K
3
+$318K
4
CRM icon
Salesforce
CRM
+$256K
5
VB icon
Vanguard Small-Cap ETF
VB
+$256K

Top Sells

1
+$155K
2
+$143K
3
+$142K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$119K
5
TRI icon
Thomson Reuters
TRI
+$102K

Sector Composition

1 Technology 9.34%
2 Healthcare 4.95%
3 Consumer Staples 3.99%
4 Consumer Discretionary 3.5%
5 Communication Services 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$220K 0.08%
+2,440
102
$219K 0.08%
2,007
-37
103
$218K 0.08%
+2,978
104
$210K 0.07%
1,333
-50
105
$179K 0.06%
10,157
106
$157K 0.05%
10,746
+49
107
$58K 0.02%
13,000
-5,000
1 2 3 4
5