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
$114M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$8.24M
3
+$7.42M
4
NOW icon
ServiceNow
NOW
+$3.97M
5
UNH icon
UnitedHealth
UNH
+$2.76M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 15.26%
2 Technology 8.85%
3 Industrials 8.07%
4 Financials 6.33%
5 Consumer Staples 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$360K 0.31%
+1,457
77
$341K 0.3%
+8,282
78
$337K 0.29%
+4,663
79
$330K 0.29%
+3,867
80
$326K 0.29%
+5,583
81
$322K 0.28%
+2,739
82
$316K 0.28%
+2,246
83
$315K 0.28%
+2,125
84
$314K 0.27%
+2,321
85
$309K 0.27%
+2,227
86
$306K 0.27%
+4,834
87
$291K 0.25%
+965
88
$285K 0.25%
+1,121
89
$283K 0.25%
+2,524
90
$281K 0.25%
+1,535
91
$281K 0.25%
+4,094
92
$274K 0.24%
+2,120
93
$268K 0.23%
+1,691
94
$249K 0.22%
+2,625
95
$246K 0.22%
+7,803
96
$239K 0.21%
+2,236
97
$237K 0.21%
+418
98
$227K 0.2%
+4,755
99
$226K 0.2%
+2,302
100
$226K 0.2%
+3,810
2 3
4
5 6