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
126
$231K 0.05%
+9,261
127
$230K 0.05%
7,830
-100
128
$230K 0.05%
3,068
129
$228K 0.05%
863
130
$225K 0.05%
855
131
$220K 0.05%
2,800
132
$219K 0.05%
8,653
-595
133
$210K 0.05%
1,912
134
$210K 0.05%
4,139
-44
135
$209K 0.05%
+449
136
$208K 0.05%
+1,600
137
$104K 0.02%
10,330
138
$75K 0.02%
13,000
139
– –
-2,135
140
– –
-2,050
2 3 4 5
6