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
+$1.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$763K
2
+$375K
3
+$285K
4
PAYX icon
Paychex
PAYX
+$207K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$183K

Top Sells

1
+$208K
2
+$140K
3
+$118K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$67.2K
5
DVY icon
iShares Select Dividend ETF
DVY
+$66.2K

Sector Composition

1 Healthcare 16.56%
2 Industrials 10.49%
3 Technology 9.55%
4 Financials 7.89%
5 Consumer Discretionary 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.04M 0.91%
3,328
27
$1.01M 0.88%
3,473
-117
28
$916K 0.8%
5,032
+616
29
$893K 0.78%
3,854
-2
30
$888K 0.78%
6,291
-100
31
$828K 0.73%
2,485
+315
32
$806K 0.71%
13,567
-50
33
$790K 0.69%
3,411
+1
34
$789K 0.69%
3,018
35
$779K 0.68%
4,723
+1
36
$771K 0.68%
3,613
-24
37
$726K 0.64%
22,996
-1,713
38
$714K 0.63%
6,845
-87
39
$708K 0.62%
17,173
-536
40
$705K 0.62%
5,948
-992
41
$687K 0.6%
1,237
+50
42
$669K 0.59%
4,844
-413
43
$657K 0.58%
12,199
-615
44
$654K 0.57%
7,318
45
$635K 0.56%
4,495
+220
46
$632K 0.55%
9,923
+166
47
$618K 0.54%
1,654
+67
48
$601K 0.53%
7,753
-300
49
$585K 0.51%
4,289
+184
50
$579K 0.51%
5,065
-155
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2
3 4 5