RIA

Richwood Investment Advisors Portfolio holdings

AUM $139M
1-Year Est. Return 14.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$122M
AUM Growth
+$4.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$602K
2
+$198K
3
+$198K
4
SYK icon
Stryker
SYK
+$195K
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$190K

Top Sells

1
+$285K
2
+$206K
3
+$201K
4
MRK icon
Merck
MRK
+$118K
5
ADBE icon
Adobe
ADBE
+$102K

Sector Composition

1 Healthcare 11.59%
2 Technology 11.08%
3 Industrials 10.95%
4 Financials 9.92%
5 Consumer Discretionary 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$577K 0.47%
3,649
52
$550K 0.45%
3,713
+200
53
$543K 0.45%
4,214
54
$542K 0.45%
2,386
+100
55
$514K 0.42%
4,310
-115
56
$509K 0.42%
1,649
-10
57
$502K 0.41%
5,043
58
$499K 0.41%
5,867
+1,050
59
$469K 0.39%
2,038
60
$468K 0.38%
4,659
-115
61
$467K 0.38%
3,988
62
$443K 0.36%
5,554
63
$437K 0.36%
3,642
-201
64
$434K 0.36%
8,833
-174
65
$425K 0.35%
3,021
-555
66
$424K 0.35%
17,485
+142
67
$423K 0.35%
4,715
-634
68
$414K 0.34%
4,746
-148
69
$407K 0.33%
1,052
-266
70
$398K 0.33%
4,952
-96
71
$394K 0.32%
9,373
+199
72
$383K 0.31%
2,819
-295
73
$367K 0.3%
2,018
-52
74
$363K 0.3%
2,497
75
$362K 0.3%
2,527
-107
1 2
3
4 5