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
$114M
AUM Growth
+$1.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$763K
2
+$375K
3
+$285K
4
PAYX icon
Paychex
PAYX
+$207K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$183K

Top Sells

1
+$208K
2
+$140K
3
+$118K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$67.2K
5
DVY icon
iShares Select Dividend ETF
DVY
+$66.2K

Sector Composition

1 Healthcare 16.56%
2 Industrials 10.49%
3 Technology 9.55%
4 Financials 7.89%
5 Consumer Discretionary 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$573K 0.5%
1,911
+75
52
$558K 0.49%
5,733
-22
53
$555K 0.49%
4,006
54
$540K 0.47%
2,264
-37
55
$518K 0.45%
16,492
-594
56
$512K 0.45%
12,317
-504
57
$508K 0.45%
18,161
+81
58
$499K 0.44%
4,588
-200
59
$495K 0.43%
7,213
-2,040
60
$494K 0.43%
10,419
-455
61
$491K 0.43%
3,362
-116
62
$466K 0.41%
4,484
-325
63
$457K 0.4%
5,114
+457
64
$447K 0.39%
2,208
+40
65
$446K 0.39%
5,671
+63
66
$445K 0.39%
1,967
+170
67
$442K 0.39%
5,644
68
$404K 0.35%
4,162
69
$404K 0.35%
730
70
$400K 0.35%
3,022
71
$394K 0.35%
4,053
+1,291
72
$369K 0.32%
2,360
-120
73
$361K 0.32%
5,143
+1
74
$352K 0.31%
1,715
75
$344K 0.3%
590
+1
1 2
3
4 5