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
$431M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$4.55M
2
+$1.34M
3
+$1.23M
4
CGMU icon
Capital Group Municipal Income ETF
CGMU
+$1.15M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.1M

Top Sells

1
+$3.35M
2
+$589K
3
+$265K
4
NVDA icon
NVIDIA
NVDA
+$258K
5
MRVL icon
Marvell Technology
MRVL
+$236K

Sector Composition

1 Technology 7.15%
2 Healthcare 3.74%
3 Consumer Staples 3.68%
4 Consumer Discretionary 2.62%
5 Financials 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$361K 0.08%
1,806
+375
102
$353K 0.08%
1,300
103
$347K 0.08%
1,637
104
$345K 0.08%
900
105
$345K 0.08%
18,107
+7,232
106
$341K 0.08%
2,852
107
$339K 0.08%
4,719
108
$333K 0.08%
1,429
+3
109
$330K 0.08%
3,350
-1,900
110
$299K 0.07%
+11,945
111
$295K 0.07%
628
112
$293K 0.07%
+4,319
113
$290K 0.07%
2,942
114
$289K 0.07%
1,326
-2
115
$287K 0.07%
+510
116
$284K 0.07%
1,840
117
$280K 0.07%
2,730
118
$273K 0.06%
500
119
$264K 0.06%
6,322
-65
120
$264K 0.06%
2,525
121
$258K 0.06%
962
122
$258K 0.06%
1,812
+1
123
$257K 0.06%
9,000
124
$246K 0.06%
1,400
125
$240K 0.06%
656
-100
2 3 4
5
6