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
$118M
AUM Growth
-$2.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$602K
2
+$395K
3
+$268K
4
MSFT icon
Microsoft
MSFT
+$227K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$226K

Top Sells

1
+$261K
2
+$243K
3
+$211K
4
ABBV icon
AbbVie
ABBV
+$209K
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$203K

Sector Composition

1 Healthcare 14.09%
2 Industrials 10.38%
3 Technology 9.83%
4 Financials 9.68%
5 Consumer Discretionary 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.01M 0.86%
6,570
-250
27
$929K 0.79%
12,934
-183
28
$885K 0.75%
3,291
-110
29
$877K 0.75%
2,017
30
$852K 0.72%
6,091
31
$826K 0.7%
5,512
-305
32
$819K 0.7%
7,368
-343
33
$814K 0.69%
2,986
-287
34
$813K 0.69%
1,732
+105
35
$799K 0.68%
4,683
-344
36
$798K 0.68%
13,078
+730
37
$793K 0.67%
2,918
-310
38
$777K 0.66%
3,355
-103
39
$774K 0.66%
10,809
+234
40
$754K 0.64%
6,733
-80
41
$722K 0.61%
5,598
-50
42
$710K 0.6%
15,650
-656
43
$707K 0.6%
4,150
-436
44
$683K 0.58%
3,811
45
$657K 0.56%
5,974
-258
46
$654K 0.56%
7,108
-425
47
$645K 0.55%
3,889
+241
48
$632K 0.54%
20,551
-1,150
49
$599K 0.51%
4,214
-310
50
$573K 0.49%
2,336
+123
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2
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