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
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$8.24M
3
+$7.42M
4
NOW icon
ServiceNow
NOW
+$3.97M
5
UNH icon
UnitedHealth
UNH
+$2.76M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 15.26%
2 Technology 8.85%
3 Industrials 8.07%
4 Financials 6.33%
5 Consumer Staples 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$584K 0.51%
+3,567
52
$579K 0.51%
+4,111
53
$565K 0.49%
+10,971
54
$530K 0.46%
+795
55
$523K 0.46%
+8,836
56
$494K 0.43%
+6,801
57
$491K 0.43%
+5,800
58
$487K 0.43%
+4,717
59
$482K 0.42%
+15,038
60
$481K 0.42%
+4,759
61
$477K 0.42%
+1,843
62
$464K 0.41%
+2,305
63
$450K 0.39%
+2,044
64
$449K 0.39%
+4,174
65
$446K 0.39%
+9,504
66
$446K 0.39%
+1,770
67
$444K 0.39%
+11,362
68
$412K 0.36%
+4,723
69
$411K 0.36%
+7,245
70
$402K 0.35%
+5,865
71
$391K 0.34%
+4,587
72
$378K 0.33%
+4,674
73
$371K 0.32%
+990
74
$367K 0.32%
+6,075
75
$365K 0.32%
+4,980
1 2
3
4 5