RIA

Richwood Investment Advisors Portfolio holdings

AUM $128M
1-Year Est. Return 10.04%
This Quarter Est. Return
1 Year Est. Return
+10.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$114M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$8.24M
3
+$7.42M
4
NOW icon
ServiceNow
NOW
+$3.97M
5
UNH icon
UnitedHealth
UNH
+$2.76M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 15.26%
2 Technology 8.85%
3 Industrials 8.07%
4 Financials 6.33%
5 Consumer Staples 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$14K 0.01%
+164
227
$14K 0.01%
+70
228
$13K 0.01%
+250
229
$13K 0.01%
+692
230
$12K 0.01%
+162
231
$11K 0.01%
+450
232
$11K 0.01%
+44
233
$11K 0.01%
+215
234
$11K 0.01%
+95
235
$10K 0.01%
+200
236
$10K 0.01%
+100
237
$10K 0.01%
+1,243
238
$9K 0.01%
+112
239
$9K 0.01%
+239
240
$8K 0.01%
+75
241
$8K 0.01%
+34
242
$8K 0.01%
+178
243
$7K 0.01%
+80
244
$7K 0.01%
+40
245
$7K 0.01%
+150
246
$7K 0.01%
+128
247
$6K 0.01%
+133
248
$5K ﹤0.01%
+300
249
$4K ﹤0.01%
+30
250
$4K ﹤0.01%
+125
7 8 9
10
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