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
1
$55.4M 19.08%
254,116
+1,456
2
$40M 13.78%
172,031
+3,351
3
$33.2M 11.44%
195,057
+128
4
$20.2M 6.95%
180,746
+7,649
5
$12.1M 4.17%
56,741
+1,198
6
$11.5M 3.98%
59,989
-270
7
$9.17M 3.16%
24,389
-77
8
$7.3M 2.51%
92,020
+579
9
$6.99M 2.41%
45,984
+24
10
$5.64M 1.94%
84,812
+773
11
$5.5M 1.89%
133,914
+167
12
$5.27M 1.81%
37,724
-259
13
$5.19M 1.79%
35,421
-59
14
$4.89M 1.68%
29,742
+143
15
$2.87M 0.99%
18,292
-990
16
$2.76M 0.95%
17,835
-443
17
$2.44M 0.84%
24,415
-248
18
$2.06M 0.71%
24,947
19
$1.98M 0.68%
11,628
+3
20
$1.82M 0.63%
35,572
+1,788
21
$1.7M 0.59%
7,180
+311
22
$1.69M 0.58%
7,256
-33
23
$1.67M 0.57%
15,138
24
$1.59M 0.55%
6,520
+270
25
$1.56M 0.54%
10,479
-198
1
2 3 4 5