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
1
$33.6M 8%
+198,180
2
$29.6M 7.04%
+150,932
3
$27.2M 6.48%
+100,811
4
$26.4M 6.3%
+552,959
5
$26.2M 6.23%
+63,720
6
$21.4M 5.1%
+81,051
7
$18.5M 4.42%
+378,145
8
$18.2M 4.33%
+412,337
9
$17.7M 4.23%
+73,867
10
$16M 3.82%
+125,550
11
$14.5M 3.46%
+58,011
12
$10.8M 2.57%
+25,605
13
$10.4M 2.49%
+130,013
14
$9.39M 2.24%
+42,799
15
$8.06M 1.92%
+104,353
16
$6.82M 1.62%
+36,014
17
$6M 1.43%
+35,779
18
$5.68M 1.35%
+71,006
19
$5.48M 1.31%
+76,268
20
$5.25M 1.25%
+27,617
21
$5.24M 1.25%
+77,152
22
$3.93M 0.94%
+86,581
23
$3.73M 0.89%
+49,866
24
$3.62M 0.86%
+52,843
25
$3.42M 0.82%
+31,839
1
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