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
$99.1M
AUM Growth
-$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$844K
2
+$203K
3
+$155K
4
MS icon
Morgan Stanley
MS
+$101K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$62.9K

Top Sells

1
+$286K
2
+$276K
3
+$254K
4
QCOM icon
Qualcomm
QCOM
+$235K
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$226K

Sector Composition

1 Healthcare 17.52%
2 Industrials 9.85%
3 Technology 8.13%
4 Financials 6.7%
5 Consumer Staples 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$939K 0.95%
2,184
+361
27
$937K 0.95%
3,850
+35
28
$869K 0.88%
3,168
29
$869K 0.88%
6,428
30
$785K 0.79%
7,133
-825
31
$785K 0.79%
9,538
-315
32
$778K 0.78%
4,381
-2
33
$764K 0.77%
1,594
-25
34
$756K 0.76%
7,435
-100
35
$712K 0.72%
2,771
36
$689K 0.7%
15,577
37
$670K 0.68%
17,095
38
$659K 0.66%
7,347
-200
39
$647K 0.65%
3,286
40
$630K 0.64%
5,796
+210
41
$609K 0.61%
9,686
-400
42
$606K 0.61%
3,962
-213
43
$601K 0.61%
4,263
-216
44
$595K 0.6%
3,258
45
$577K 0.58%
8,090
+225
46
$569K 0.57%
2,710
+185
47
$567K 0.57%
9,176
+285
48
$566K 0.57%
6,352
49
$556K 0.56%
3,866
+110
50
$546K 0.55%
4,334
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2
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