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
$98.1M
AUM Growth
-$4.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$221K
2
+$202K
3
+$79K
4
ABT icon
Abbott
ABT
+$48.8K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$46.4K

Top Sells

1
+$223K
2
+$206K
3
+$204K
4
JNPR
Juniper Networks
JNPR
+$200K
5
ECL icon
Ecolab
ECL
+$80.4K

Sector Composition

1 Healthcare 17.02%
2 Industrials 10.1%
3 Technology 8.97%
4 Financials 7.25%
5 Consumer Staples 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$885K 0.9%
15,256
-135
27
$876K 0.89%
3,964
28
$833K 0.85%
3,267
-19
29
$819K 0.84%
27,178
-465
30
$800K 0.82%
4,175
+105
31
$766K 0.78%
7,418
-53
32
$758K 0.77%
10,111
+380
33
$716K 0.73%
3,358
-20
34
$705K 0.72%
4,833
-76
35
$703K 0.72%
5,818
-135
36
$681K 0.69%
5,685
-50
37
$680K 0.69%
6,421
38
$674K 0.69%
20,329
-1,467
39
$641K 0.65%
7,830
-95
40
$633K 0.65%
13,442
-115
41
$616K 0.63%
1,209
+155
42
$615K 0.63%
18,983
-354
43
$614K 0.63%
2,554
-185
44
$602K 0.61%
3,868
+100
45
$590K 0.6%
14,433
-50
46
$572K 0.58%
3,753
-50
47
$563K 0.57%
6,305
-47
48
$534K 0.55%
9,548
+115
49
$530K 0.54%
4,410
50
$522K 0.53%
12,860
+1,125
1
2
3 4 5