We are live on ! Find out more
RIA

Richwood Investment Advisors Portfolio holdings

AUM $130M
1-Year Est. Return 16.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$130M
AUM Growth
-$9.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$1.93M
2
+$1.62M
3
+$389K
4
QCOM icon
Qualcomm
QCOM
+$230K
5
SYY icon
Sysco
SYY
+$172K

Top Sells

1
+$307K
2
+$264K
3
+$231K
4
MMM icon
3M
MMM
+$229K
5
PKG icon
Packaging Corp of America
PKG
+$214K

Sector Composition

1 Industrials 13.11%
2 Healthcare 11.5%
3 Financials 8.63%
4 Technology 8.01%
5 Consumer Discretionary 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ECL icon
76
Ecolab
ECL
$76.2B
$353K 0.27%
1,328
LEA icon
77
Lear
LEA
$7.28B
$347K 0.27%
2,869
-20
CSCO icon
78
Cisco
CSCO
$475B
$347K 0.27%
4,472
MDT icon
79
Medtronic
MDT
$103B
$342K 0.26%
3,949
ADP icon
80
Automatic Data Processing
ADP
$89.8B
$335K 0.26%
1,649
MET icon
81
MetLife
MET
$57B
$326K 0.25%
4,616
-170
PM icon
82
Philip Morris
PM
$285B
$322K 0.25%
1,950
CHRW icon
83
C.H. Robinson
CHRW
$22.4B
$310K 0.24%
1,864
-201
VOOG icon
84
Vanguard S&P 500 Growth ETF
VOOG
$26.2B
$304K 0.23%
26,856
+22,380
IMCG icon
85
iShares Morningstar Mid-Cap Growth ETF
IMCG
$3.91B
$293K 0.23%
3,725
ALL icon
86
Allstate
ALL
$57B
$292K 0.22%
1,407
UAL icon
87
United Airlines
UAL
$39.1B
$248K 0.19%
2,691
CVS icon
88
CVS Health
CVS
$129B
$245K 0.19%
3,408
-51
NSC icon
89
Norfolk Southern
NSC
$69.8B
$242K 0.19%
843
-140
AEP icon
90
American Electric Power
AEP
$70.6B
$236K 0.18%
1,803
-130
CL icon
91
Colgate-Palmolive
CL
$72.6B
$236K 0.18%
2,764
-170
WMT icon
92
Walmart Inc
WMT
$961B
$235K 0.18%
1,893
+200
DUK icon
93
Duke Energy
DUK
$98B
$232K 0.18%
1,775
+90
IP icon
94
International Paper
IP
$19.9B
$231K 0.18%
6,477
+535
ITW icon
95
Illinois Tool Works
ITW
$75.6B
$225K 0.17%
865
-40
PAYX icon
96
Paychex
PAYX
$36.4B
$211K 0.16%
2,287
-110
PSA icon
97
Public Storage
PSA
$56.3B
$204K 0.16%
753
QCOM icon
98
Qualcomm
QCOM
$233B
$203K 0.16%
+1,574
ABT icon
99
Abbott
ABT
$155B
– –
-2,084
ISCV icon
100
iShares Morningstar Small-Cap Value ETF
ISCV
$676M
– –
-2,775
1 2 3
4
5