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
251
$4K ﹤0.01%
+80
252
$4K ﹤0.01%
+229
253
$3K ﹤0.01%
+54
254
$3K ﹤0.01%
+47
255
$3K ﹤0.01%
+59
256
$2K ﹤0.01%
+163
257
$2K ﹤0.01%
+40
258
$2K ﹤0.01%
+20
259
$2K ﹤0.01%
+7
260
$2K ﹤0.01%
+9
261
$2K ﹤0.01%
+85
262
$2K ﹤0.01%
+100
263
$1K ﹤0.01%
+44
264
$1K ﹤0.01%
+45
265
$1K ﹤0.01%
+20
266
$1K ﹤0.01%
+600
267
– –
0
268
$0 ﹤0.01%
+600
269
$0 ﹤0.01%
+2
7 8 9 10
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