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
$99.1M
AUM Growth
-$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$844K
2
+$203K
3
+$155K
4
MS icon
Morgan Stanley
MS
+$101K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$62.9K

Top Sells

1
+$286K
2
+$276K
3
+$254K
4
QCOM icon
Qualcomm
QCOM
+$235K
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$226K

Sector Composition

1 Healthcare 17.52%
2 Industrials 9.85%
3 Technology 8.13%
4 Financials 6.7%
5 Consumer Staples 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$376K 0.38%
8,180
+190
77
$375K 0.38%
2,437
-85
78
$356K 0.36%
2,044
79
$356K 0.36%
2,321
80
$350K 0.35%
4,136
81
$337K 0.34%
2,993
+245
82
$332K 0.33%
3,465
+140
83
$323K 0.33%
5,833
+250
84
$310K 0.31%
990
85
$305K 0.31%
5,496
-149
86
$301K 0.3%
3,963
+1,336
87
$298K 0.3%
2,754
+442
88
$292K 0.29%
2,565
89
$289K 0.29%
965
+125
90
$288K 0.29%
2,246
91
$281K 0.28%
6,599
+75
92
$279K 0.28%
8,062
-200
93
$274K 0.28%
839
94
$263K 0.27%
1,471
+100
95
$259K 0.26%
2,625
96
$259K 0.26%
4,980
97
$254K 0.26%
1,395
-25
98
$250K 0.25%
1,100
99
$238K 0.24%
1,732
+260
100
$229K 0.23%
3,694
-400
1 2 3
4
5