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
$420M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$33.6M
2
+$29.6M
3
+$27.2M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$26.4M
5
VUG icon
Vanguard Growth ETF
VUG
+$26.2M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.16%
2 Healthcare 3.45%
3 Consumer Staples 3.38%
4 Consumer Discretionary 2.96%
5 Financials 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$331K 0.08%
+4,719
102
$331K 0.08%
+13,653
103
$330K 0.08%
+2,730
104
$329K 0.08%
+6,562
105
$329K 0.08%
+1,159
106
$328K 0.08%
+12,625
107
$328K 0.08%
+2,942
108
$322K 0.08%
+962
109
$320K 0.08%
+3,470
110
$294K 0.07%
+756
111
$286K 0.07%
+500
112
$281K 0.07%
+6,387
113
$279K 0.07%
+4,411
114
$266K 0.06%
+628
115
$263K 0.06%
+1,400
116
$258K 0.06%
+1,840
117
$256K 0.06%
+7,930
118
$250K 0.06%
+855
119
$247K 0.06%
+9,000
120
$245K 0.06%
+9,248
121
$244K 0.06%
+1,328
122
$241K 0.06%
+1,912
123
$239K 0.06%
+1,431
124
$237K 0.06%
+1,811
125
$236K 0.06%
+2,135
2 3 4
5
6