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
$118M
AUM Growth
-$2.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$602K
2
+$395K
3
+$268K
4
MSFT icon
Microsoft
MSFT
+$227K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$226K

Top Sells

1
+$261K
2
+$243K
3
+$211K
4
ABBV icon
AbbVie
ABBV
+$209K
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$203K

Sector Composition

1 Healthcare 14.09%
2 Industrials 10.38%
3 Technology 9.83%
4 Financials 9.68%
5 Consumer Discretionary 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$566K 0.48%
3,843
-63
52
$562K 0.48%
5,349
+213
53
$557K 0.47%
2,286
+60
54
$553K 0.47%
3,513
+115
55
$551K 0.47%
10,179
-1,540
56
$546K 0.46%
4,425
57
$528K 0.45%
4,774
-420
58
$507K 0.43%
1,659
-100
59
$506K 0.43%
1,318
-11
60
$492K 0.42%
5,043
-400
61
$483K 0.41%
3,988
62
$481K 0.41%
2,038
-97
63
$441K 0.37%
2,634
-193
64
$440K 0.37%
4,894
-337
65
$439K 0.37%
17,343
-340
66
$435K 0.37%
5,554
-90
67
$417K 0.35%
3,576
-177
68
$413K 0.35%
3,114
-957
69
$405K 0.34%
5,048
-100
70
$395K 0.34%
+3,649
71
$393K 0.33%
9,007
-537
72
$387K 0.33%
4,132
+235
73
$385K 0.33%
2,497
74
$381K 0.32%
2,783
-348
75
$356K 0.3%
9,174
-3,048
1 2
3
4 5