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
$112M
AUM Growth
-$2.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$629K
2
+$414K
3
+$347K
4
NSC icon
Norfolk Southern
NSC
+$278K
5
V icon
Visa
V
+$271K

Top Sells

1
+$285K
2
+$246K
3
+$217K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$181K
5
SYK icon
Stryker
SYK
+$179K

Sector Composition

1 Healthcare 15.28%
2 Industrials 9.71%
3 Technology 8.86%
4 Financials 6.9%
5 Consumer Staples 5.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$623K 0.56%
4,479
-121
52
$619K 0.55%
4,714
53
$618K 0.55%
4,334
+910
54
$575K 0.51%
2,525
+95
55
$574K 0.51%
3,756
56
$570K 0.51%
7,865
+2,000
57
$557K 0.5%
18,738
+3,700
58
$551K 0.49%
6,663
+1,940
59
$549K 0.49%
5,488
+825
60
$548K 0.49%
8,605
+1,360
61
$529K 0.47%
8,891
+2,090
62
$519K 0.46%
3,422
-110
63
$513K 0.46%
5,417
+1,550
64
$512K 0.46%
11,099
+1,595
65
$505K 0.45%
4,724
-35
66
$483K 0.43%
5,800
67
$474K 0.42%
4,687
-30
68
$470K 0.42%
795
69
$450K 0.4%
4,174
70
$448K 0.4%
9,595
+4,840
71
$447K 0.4%
6,353
+3,378
72
$445K 0.4%
2,522
-45
73
$445K 0.4%
2,733
-6
74
$443K 0.4%
1,913
+70
75
$427K 0.38%
7,990
+1,915
1 2
3
4 5