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
$99.1M
AUM Growth
-$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$844K
2
+$203K
3
+$155K
4
MS icon
Morgan Stanley
MS
+$101K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$62.9K

Top Sells

1
+$286K
2
+$276K
3
+$254K
4
QCOM icon
Qualcomm
QCOM
+$235K
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$226K

Sector Composition

1 Healthcare 17.52%
2 Industrials 9.85%
3 Technology 8.13%
4 Financials 6.7%
5 Consumer Staples 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$545K 0.55%
2,554
+168
52
$541K 0.55%
3,094
53
$527K 0.53%
3,802
+120
54
$511K 0.52%
5,688
+200
55
$502K 0.51%
5,282
-135
56
$494K 0.5%
3,610
+160
57
$490K 0.49%
16,914
+145
58
$488K 0.49%
4,684
-30
59
$483K 0.49%
12,916
-275
60
$474K 0.48%
4,724
61
$469K 0.47%
11,209
+110
62
$468K 0.47%
18,738
63
$466K 0.47%
6,663
64
$448K 0.45%
1,976
+63
65
$441K 0.44%
8,545
-60
66
$440K 0.44%
7,013
+660
67
$434K 0.44%
4,687
68
$432K 0.44%
795
69
$430K 0.43%
3,414
-8
70
$424K 0.43%
5,287
-200
71
$422K 0.43%
4,164
-10
72
$420K 0.42%
5,800
73
$417K 0.42%
10,745
+1,150
74
$406K 0.41%
3,577
75
$396K 0.4%
2,733
1 2
3
4 5