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
$122M
AUM Growth
+$4.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$651K
2
+$220K
3
+$214K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$206K
5
SYK icon
Stryker
SYK
+$206K

Top Sells

1
+$232K
2
+$206K
3
+$201K
4
MRK icon
Merck
MRK
+$118K
5
ADBE icon
Adobe
ADBE
+$103K

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
NVDA icon
51
NVIDIA
NVDA
$4.94T
$577K 0.47%
3,649
YUM icon
52
Yum! Brands
YUM
$38.6B
$550K 0.45%
3,713
+200
KMB icon
53
Kimberly-Clark
KMB
$39.9B
$543K 0.45%
4,214
FDX icon
54
FedEx
FDX
$58.7B
$542K 0.45%
2,386
+100
PSX icon
55
Phillips 66
PSX
$55.2B
$514K 0.42%
4,310
-115
ADP icon
56
Automatic Data Processing
ADP
$106B
$509K 0.42%
1,649
-10
IJS icon
57
iShares S&P Small-Cap 600 Value ETF
IJS
$6.61B
$502K 0.41%
5,043
C icon
58
Citigroup
C
$179B
$499K 0.41%
5,867
+1,050
UNP icon
59
Union Pacific
UNP
$130B
$469K 0.39%
2,038
ED icon
60
Consolidated Edison
ED
$35.4B
$468K 0.38%
4,659
-115
HDV icon
61
iShares Core High Dividend ETF
HDV
$11.5B
$467K 0.38%
3,988
SLYV icon
62
SPDR S&P 600 Small Cap Value ETF
SLYV
$4.08B
$443K 0.36%
5,554
CLX icon
63
Clorox
CLX
$13.7B
$437K 0.36%
3,642
-201
DAL icon
64
Delta Air Lines
DAL
$37.3B
$434K 0.36%
8,833
-174
MS icon
65
Morgan Stanley
MS
$263B
$425K 0.35%
3,021
-555
PFE icon
66
Pfizer
PFE
$138B
$424K 0.35%
17,485
+142
COP icon
67
ConocoPhillips
COP
$110B
$423K 0.35%
4,715
-634
MDT icon
68
Medtronic
MDT
$117B
$414K 0.34%
4,746
-148
ADBE icon
69
Adobe
ADBE
$142B
$407K 0.33%
1,052
-266
MET icon
70
MetLife
MET
$52.6B
$398K 0.33%
4,952
-96
FAST icon
71
Fastenal
FAST
$47.7B
$394K 0.32%
9,373
+199
ABT icon
72
Abbott
ABT
$217B
$383K 0.31%
2,819
-295
PM icon
73
Philip Morris
PM
$227B
$367K 0.3%
2,018
-52
PAYX icon
74
Paychex
PAYX
$42.2B
$363K 0.3%
2,497
CVX icon
75
Chevron
CVX
$309B
$362K 0.3%
2,527
-107
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3
4 5