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
26
$947K 0.83%
+15,193
27
$925K 0.81%
+1,629
28
$919K 0.8%
+6,428
29
$909K 0.8%
+2,349
30
$903K 0.79%
+15,777
31
$880K 0.77%
+3,910
32
$853K 0.75%
+9,943
33
$845K 0.74%
+7,535
34
$833K 0.73%
+3,094
35
$825K 0.72%
+17,195
36
$802K 0.7%
+4,600
37
$731K 0.64%
+3,396
38
$698K 0.61%
+6,747
39
$684K 0.6%
+4,714
40
$682K 0.6%
+11,140
41
$664K 0.58%
+6,352
42
$664K 0.58%
+3,883
43
$649K 0.57%
+1,827
44
$626K 0.55%
+3,424
45
$614K 0.54%
+3,756
46
$610K 0.53%
+3,532
47
$602K 0.53%
+2,567
48
$599K 0.52%
+2,430
49
$599K 0.52%
+3,590
50
$593K 0.52%
+2,768
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