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
$112M
AUM Growth
-$2.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$629K
2
+$414K
3
+$347K
4
NSC icon
Norfolk Southern
NSC
+$278K
5
V icon
Visa
V
+$271K

Top Sells

1
+$285K
2
+$246K
3
+$217K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$181K
5
SYK icon
Stryker
SYK
+$179K

Sector Composition

1 Healthcare 15.28%
2 Industrials 9.71%
3 Technology 8.86%
4 Financials 6.9%
5 Consumer Staples 5.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$424K 0.38%
3,577
+1,350
77
$416K 0.37%
5,487
+900
78
$415K 0.37%
2,044
79
$415K 0.37%
5,645
+971
80
$386K 0.34%
990
81
$376K 0.34%
2,321
82
$375K 0.33%
2,748
+1,057
83
$364K 0.33%
6,524
+1,690
84
$359K 0.32%
5,583
85
$350K 0.31%
2,565
+1,250
86
$349K 0.31%
840
+300
87
$338K 0.3%
4,136
+1,300
88
$332K 0.3%
3,325
+1,940
89
$320K 0.29%
4,980
90
$314K 0.28%
1,100
+975
91
$308K 0.28%
2,246
92
$305K 0.27%
1,371
+800
93
$297K 0.27%
1,420
-37
94
$288K 0.26%
8,262
-20
95
$288K 0.26%
2,312
+1,435
96
$286K 0.26%
2,085
+725
97
$276K 0.25%
2,090
-35
98
$275K 0.25%
4,094
99
$270K 0.24%
7,261
+4,781
100
$266K 0.24%
965
2 3
4
5 6