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
$98.1M
AUM Growth
-$4.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$221K
2
+$202K
3
+$79K
4
ABT icon
Abbott
ABT
+$48.8K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$46.4K

Top Sells

1
+$223K
2
+$206K
3
+$204K
4
JNPR
Juniper Networks
JNPR
+$200K
5
ECL icon
Ecolab
ECL
+$80.4K

Sector Composition

1 Healthcare 17.02%
2 Industrials 10.1%
3 Technology 8.97%
4 Financials 7.25%
5 Consumer Staples 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$315K 0.32%
4,229
-130
77
$310K 0.32%
6,004
-231
78
$301K 0.31%
1,305
-25
79
$299K 0.31%
2,063
-170
80
$283K 0.29%
2,195
-23
81
$282K 0.29%
1,889
-41
82
$280K 0.29%
1,794
-50
83
$279K 0.28%
1,649
-475
84
$277K 0.28%
4,197
85
$274K 0.28%
3,922
-470
86
$269K 0.27%
3,293
-56
87
$268K 0.27%
1,798
88
$261K 0.27%
3,465
89
$248K 0.25%
2,880
-36
90
$242K 0.25%
1,715
91
$239K 0.24%
909
92
$237K 0.24%
4,155
-225
93
$237K 0.24%
1,422
94
$223K 0.23%
2,405
95
$222K 0.23%
5,400
+74
96
$221K 0.23%
+1,442
97
$220K 0.22%
890
98
$217K 0.22%
3,694
99
$202K 0.21%
+3,754
100
– –
-1,770
1 2 3
4
5