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RIA
Richwood Investment Advisors Portfolio holdings
AUM
$130M
1-Year Est. Return
16.05%
This Fund
S&P 500
1 Year Est. Return
+16.05%
AUM
$130M
AUM Growth
-$9.52M
(-6.8%)
Holding
107
Top Buys
| 1 | +$1.93M | |
| 2 | +$1.62M | |
| 3 | +$389K | |
| 4 |
Qualcomm
QCOM
|
+$230K |
| 5 |
Sysco
SYY
|
+$172K |
Top Sells
| 1 | +$307K | |
| 2 | +$264K | |
| 3 | +$231K | |
| 4 |
3M
MMM
|
+$229K |
| 5 |
Packaging Corp of America
PKG
|
+$214K |
Sector Composition
| 1 | Industrials | 13.11% |
| 2 | Healthcare | 11.5% |
| 3 | Financials | 8.63% |
| 4 | Technology | 8.01% |
| 5 | Consumer Discretionary | 5.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Deere & Co
DE
$158B
| $1.12M | 0.86% |
1,987
+50
|
|
||
27
Snap-on
SNA
$20.3B
| $1.04M | 0.8% |
2,868
-200
|
|
||
28
Boeing
BA
$182B
| $997K | 0.77% |
5,007
+210
|
|
||
29
Wells Fargo
WFC
$256B
| $995K | 0.77% |
12,497
|
|
||
30
Amgen
AMGN
$190B
| $983K | 0.76% |
2,795
-396
|
|
||
31
Procter & Gamble
PG
$351B
| $962K | 0.74% |
6,663
-200
|
|
||
32
FedEx
FDX
$81.4B
| $955K | 0.74% |
2,681
+90
|
|
||
33
American Express
AXP
$230B
| $942K | 0.73% |
3,114
-102
|
|
||
34
General Dynamics
GD
$97.7B
| $941K | 0.73% |
2,742
-350
|
|
||
35
Gilead Sciences
GILD
$154B
| $858K | 0.66% |
6,158
-35
|
|
||
36
Oracle
ORCL
$557B
| $855K | 0.66% |
5,810
-61
|
|
||
37
PepsiCo
PEP
$199B
| $849K | 0.65% |
5,464
+165
|
|
||
38
Coca-Cola
KO
$347B
| $828K | 0.64% |
10,888
-80
|
|
||
39
JPMorgan Chase
JPM
$860B
| $765K | 0.59% |
2,601
-15
|
|
||
40
Eaton
ETN
$159B
| $764K | 0.59% |
2,135
-465
|
|
||
41
NVIDIA
NVDA
$5.14T
| $756K | 0.58% |
4,336
+550
|
|
||
42
Vanguard High Dividend Yield ETF
VYM
$79.7B
| $755K | 0.58% |
5,097
|
|
||
43
Phillips 66
PSX
$69.5B
| $749K | 0.58% |
4,110
-200
|
|
||
44
Waste Management
WM
$87.2B
| $735K | 0.57% |
3,200
|
|
||
45
Citigroup
C
$242B
| $727K | 0.56% |
6,411
+310
|
|
||
46
Verizon
VZ
$198B
| $688K | 0.53% |
13,700
-544
|
|
||
47
Morgan Stanley
MS
$347B
| $676K | 0.52% |
4,107
+400
|
|
||
48
Bristol-Myers Squibb
BMY
$116B
| $643K | 0.5% |
10,597
-410
|
|
||
49
Oshkosh
OSK
$8.61B
| $639K | 0.49% |
4,340
+465
|
|
||
50
Southern Company
SO
$106B
| $626K | 0.48% |
6,483
|
|