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
$113M
AUM Growth
+$6.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$217K
2
+$147K
3
+$84.4K
4
CLX icon
Clorox
CLX
+$62K
5
BA icon
Boeing
BA
+$59.8K

Top Sells

1
+$220K
2
+$214K
3
+$211K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$140K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$117K

Sector Composition

1 Healthcare 16.03%
2 Industrials 10.8%
3 Technology 8.85%
4 Financials 8.18%
5 Consumer Discretionary 5.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$599K 0.53%
1,187
-22
52
$597K 0.53%
9,757
+149
53
$596K 0.53%
4,006
-100
54
$591K 0.53%
5,755
-550
55
$578K 0.51%
8,053
56
$575K 0.51%
2,301
-38
57
$550K 0.49%
3,478
-143
58
$547K 0.49%
4,809
-416
59
$532K 0.47%
1,836
+50
60
$528K 0.47%
4,788
61
$521K 0.46%
10,874
-382
62
$502K 0.45%
18,080
-2,031
63
$489K 0.43%
5,608
-323
64
$468K 0.42%
5,644
65
$442K 0.39%
1,797
-130
66
$434K 0.39%
2,168
-100
67
$424K 0.38%
730
-10
68
$423K 0.38%
4,657
-95
69
$419K 0.37%
3,022
70
$391K 0.35%
2,480
71
$381K 0.34%
5,142
-286
72
$375K 0.33%
4,162
-350
73
$371K 0.33%
8,396
74
$364K 0.32%
2,514
-100
75
$343K 0.3%
1,280
1 2
3
4 5