OHWA
Oak Hill Wealth Advisors Portfolio holdings
AUM
$482M
This Quarter Return
-0.9%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$420M
AUM Growth
–
Cap. Flow
+$420M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
55.96%
Holding
136
New
133
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Value ETF
VTV
|
$33.6M |
| 2 |
Vanguard Dividend Appreciation ETF
VIG
|
$29.6M |
| 3 |
Vanguard Large-Cap ETF
VV
|
$27.2M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$26.4M |
| 5 |
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% |
