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
$128M
AUM Growth
+$5.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$335K
2
+$283K
3
+$273K
4
DUK icon
Duke Energy
DUK
+$209K
5
DE icon
Deere & Co
DE
+$54.9K

Top Sells

1
+$260K
2
+$220K
3
+$206K
4
LMT icon
Lockheed Martin
LMT
+$177K
5
NOW icon
ServiceNow
NOW
+$133K

Sector Composition

1 Industrials 11.48%
2 Technology 10.84%
3 Healthcare 10.76%
4 Financials 9.6%
5 Consumer Discretionary 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VOOG icon
76
Vanguard S&P 500 Growth ETF
VOOG
$21B
$325K 0.25%
746
CSCO icon
77
Cisco
CSCO
$287B
$317K 0.25%
4,630
PAYX icon
78
Paychex
PAYX
$42.2B
$317K 0.25%
2,497
PM icon
79
Philip Morris
PM
$227B
$316K 0.25%
1,950
-68
BIIB icon
80
Biogen
BIIB
$21.9B
$315K 0.25%
2,247
-1
IMCG icon
81
iShares Morningstar Mid-Cap Growth ETF
IMCG
$3.15B
$310K 0.24%
3,750
ALL icon
82
Allstate
ALL
$50.6B
$302K 0.24%
1,407
-100
IP icon
83
International Paper
IP
$20.4B
$296K 0.23%
6,372
-100
TMO icon
84
Thermo Fisher Scientific
TMO
$210B
$291K 0.23%
600
-107
XLV icon
85
Health Care Select Sector SPDR Fund
XLV
$35.6B
$286K 0.22%
2,058
-12
INTC icon
86
Intel
INTC
$191B
$283K 0.22%
+8,426
ECL icon
87
Ecolab
ECL
$72.9B
$278K 0.22%
1,015
-1
LEA icon
88
Lear
LEA
$5.51B
$277K 0.22%
2,754
-58
NSC icon
89
Norfolk Southern
NSC
$63.2B
$274K 0.21%
913
+14
CHRW icon
90
C.H. Robinson
CHRW
$18.3B
$273K 0.21%
+2,065
SYY icon
91
Sysco
SYY
$35.7B
$269K 0.21%
3,266
CL icon
92
Colgate-Palmolive
CL
$61.8B
$263K 0.21%
3,284
UAL icon
93
United Airlines
UAL
$30.2B
$260K 0.2%
2,691
ITW icon
94
Illinois Tool Works
ITW
$70.7B
$258K 0.2%
990
AEP icon
95
American Electric Power
AEP
$65.2B
$257K 0.2%
2,288
-80
DD icon
96
DuPont de Nemours
DD
$34.1B
$256K 0.2%
3,287
-84
PSA icon
97
Public Storage
PSA
$49.3B
$223K 0.18%
773
-1
ITOT icon
98
iShares Core S&P Total US Stock Market ETF
ITOT
$79.3B
$222K 0.17%
1,526
DUK icon
99
Duke Energy
DUK
$97.4B
$209K 0.16%
+1,685
MMM icon
100
3M
MMM
$88.4B
$206K 0.16%
1,328
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4
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