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
$120M
AUM Growth
-$983K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$931K
2
+$261K
3
+$203K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$148K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$145K

Top Sells

1
+$231K
2
+$207K
3
+$204K
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$204K
5
ELV icon
Elevance Health
ELV
+$161K

Sector Composition

1 Healthcare 13.43%
2 Industrials 11.12%
3 Technology 10.85%
4 Financials 9.11%
5 Consumer Discretionary 5.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.02M 0.85%
6,091
27
$1.01M 0.84%
3,401
+80
28
$969K 0.81%
2,670
+185
29
$921K 0.77%
13,117
-300
30
$890K 0.74%
5,027
+225
31
$885K 0.74%
5,817
+82
32
$862K 0.72%
3,273
-200
33
$860K 0.72%
6,820
34
$798K 0.66%
7,711
+575
35
$786K 0.66%
6,232
-124
36
$769K 0.64%
4,586
-137
37
$744K 0.62%
2,017
-437
38
$721K 0.6%
5,648
-9
39
$698K 0.58%
12,348
+750
40
$698K 0.58%
3,458
41
$689K 0.57%
1,627
+33
42
$687K 0.57%
11,719
-480
43
$682K 0.57%
21,701
-455
44
$680K 0.57%
3,811
-50
45
$658K 0.55%
10,575
+602
46
$652K 0.54%
16,306
-590
47
$634K 0.53%
3,906
-133
48
$629K 0.52%
6,813
-20
49
$626K 0.52%
2,226
+245
50
$620K 0.52%
7,533
-195
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2
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