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
$330M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$59.1M
2
+$40.1M
3
+$35.8M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$21.6M
5
VB icon
Vanguard Small-Cap ETF
VB
+$13.2M

Top Sells

No sells this quarter

Sector Composition

1 Technology 9.23%
2 Healthcare 4.4%
3 Consumer Staples 3.9%
4 Consumer Discretionary 3.36%
5 Communication Services 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$231K 0.07%
+3,085
102
$226K 0.07%
+500
103
$226K 0.07%
+4,970
104
$224K 0.07%
+1,807
105
$223K 0.07%
+2,440
106
$220K 0.07%
+6,575
107
$215K 0.07%
+1,005
108
$211K 0.06%
+2,961
109
$209K 0.06%
+3,900
110
$208K 0.06%
+1,800
111
$204K 0.06%
+2,906
112
$203K 0.06%
+2,800
113
$201K 0.06%
+1,456
114
$64.1K 0.02%
+13,000
115
– –
0
116
– –
0
1 2 3 4
5