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
$98.1M
AUM Growth
-$4.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$221K
2
+$202K
3
+$79K
4
ABT icon
Abbott
ABT
+$48.8K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$46.4K

Top Sells

1
+$223K
2
+$206K
3
+$204K
4
JNPR
Juniper Networks
JNPR
+$200K
5
ECL icon
Ecolab
ECL
+$80.4K

Sector Composition

1 Healthcare 17.02%
2 Industrials 10.1%
3 Technology 8.97%
4 Financials 7.25%
5 Consumer Staples 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$515K 0.52%
3,451
-47
52
$509K 0.52%
7,868
-325
53
$506K 0.52%
5,225
+504
54
$504K 0.51%
3,845
-124
55
$486K 0.5%
17,788
-154
56
$485K 0.5%
6,195
+265
57
$482K 0.49%
6,278
58
$473K 0.48%
4,786
-65
59
$473K 0.48%
1,786
-50
60
$450K 0.46%
2,670
-44
61
$440K 0.45%
11,881
-392
62
$432K 0.44%
1,145
+69
63
$422K 0.43%
1,545
64
$419K 0.43%
3,119
65
$411K 0.42%
4,231
-50
66
$410K 0.42%
5,664
67
$406K 0.41%
4,752
-15
68
$395K 0.4%
3,162
-415
69
$392K 0.4%
1,927
-65
70
$377K 0.38%
5,990
-25
71
$375K 0.38%
740
72
$332K 0.34%
9,353
73
$321K 0.33%
4,512
74
$320K 0.33%
8,996
-22
75
$318K 0.32%
732
-48
1 2
3
4 5