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
$100M
AUM Growth
+$856K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$486K
2
+$206K
3
+$200K
4
ADBE icon
Adobe
ADBE
+$129K
5
SYY icon
Sysco
SYY
+$112K

Top Sells

1
+$246K
2
+$208K
3
+$207K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$202K
5
ELV icon
Elevance Health
ELV
+$159K

Sector Composition

1 Healthcare 16.09%
2 Industrials 10.59%
3 Technology 8.47%
4 Financials 7.11%
5 Consumer Staples 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$559K 0.56%
5,522
+290
52
$548K 0.55%
7,880
53
$544K 0.54%
11,570
+620
54
$502K 0.5%
14,380
-150
55
$491K 0.49%
5,127
-125
56
$488K 0.49%
2,516
-191
57
$485K 0.48%
3,477
58
$484K 0.48%
17,942
59
$481K 0.48%
5,969
-375
60
$480K 0.48%
4,724
61
$472K 0.47%
3,577
62
$466K 0.47%
2,317
-110
63
$431K 0.43%
5,664
-136
64
$428K 0.43%
1,875
-105
65
$427K 0.43%
740
66
$426K 0.43%
2,613
-121
67
$424K 0.42%
5,496
+1,450
68
$424K 0.42%
4,409
-178
69
$409K 0.41%
991
70
$401K 0.4%
11,117
+105
71
$397K 0.4%
1,030
+335
72
$392K 0.39%
6,772
-311
73
$390K 0.39%
7,120
-351
74
$376K 0.38%
5,833
75
$373K 0.37%
5,193
-41
1 2
3
4 5