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
$120M
AUM Growth
-$983K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$931K
2
+$261K
3
+$203K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$148K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$145K

Top Sells

1
+$231K
2
+$207K
3
+$204K
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$204K
5
ELV icon
Elevance Health
ELV
+$161K

Sector Composition

1 Healthcare 13.43%
2 Industrials 11.12%
3 Technology 10.85%
4 Financials 9.11%
5 Consumer Discretionary 5.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$593K 0.49%
4,524
-230
52
$591K 0.49%
5,443
53
$591K 0.49%
1,329
+140
54
$577K 0.48%
9,544
-495
55
$530K 0.44%
2,213
+130
56
$528K 0.44%
3,648
+396
57
$515K 0.43%
1,759
-25
58
$509K 0.42%
5,136
+182
59
$504K 0.42%
4,425
-155
60
$492K 0.41%
5,644
61
$487K 0.41%
2,135
+202
62
$479K 0.4%
3,131
-301
63
$472K 0.39%
3,753
64
$469K 0.39%
17,683
-428
65
$463K 0.39%
5,194
+115
66
$461K 0.38%
4,071
-342
67
$456K 0.38%
3,398
+376
68
$448K 0.37%
3,988
-600
69
$439K 0.37%
12,222
-2,900
70
$421K 0.35%
5,148
+190
71
$418K 0.35%
5,231
-315
72
$410K 0.34%
2,827
+525
73
$387K 0.32%
743
74
$381K 0.32%
7,087
-400
75
$354K 0.3%
3,897
-265
1 2
3
4 5