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
$113M
AUM Growth
+$6.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$217K
2
+$147K
3
+$84.4K
4
CLX icon
Clorox
CLX
+$62K
5
BA icon
Boeing
BA
+$59.8K

Top Sells

1
+$220K
2
+$214K
3
+$211K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$140K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$117K

Sector Composition

1 Healthcare 16.03%
2 Industrials 10.8%
3 Technology 8.85%
4 Financials 8.18%
5 Consumer Discretionary 5.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$894K 0.79%
3,018
-169
27
$852K 0.76%
4,416
+310
28
$851K 0.76%
2,994
-385
29
$840K 0.75%
6,940
-138
30
$831K 0.74%
3,856
-44
31
$803K 0.71%
6,391
32
$796K 0.71%
24,709
-1,733
33
$795K 0.71%
2,170
+400
34
$789K 0.7%
13,617
35
$777K 0.69%
3,410
-1
36
$775K 0.69%
3,637
-1
37
$766K 0.68%
4,722
-111
38
$743K 0.66%
17,709
-360
39
$720K 0.64%
12,814
-628
40
$698K 0.62%
4,275
-215
41
$695K 0.62%
12,821
-1,949
42
$686K 0.61%
13,110
+300
43
$680K 0.6%
5,257
-251
44
$678K 0.6%
9,253
-440
45
$664K 0.59%
5,220
46
$659K 0.59%
17,086
-302
47
$652K 0.58%
1,587
-50
48
$648K 0.58%
6,932
-288
49
$629K 0.56%
4,105
+405
50
$628K 0.56%
7,318
+180
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