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
$113M
AUM Growth
+$6.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$217K
2
+$147K
3
+$84.4K
4
CLX icon
Clorox
CLX
+$62K
5
BA icon
Boeing
BA
+$59.8K

Top Sells

1
+$220K
2
+$214K
3
+$211K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$140K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$117K

Sector Composition

1 Healthcare 16.03%
2 Industrials 10.8%
3 Technology 8.85%
4 Financials 8.18%
5 Consumer Discretionary 5.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$335K 0.3%
1,450
-87
77
$335K 0.3%
1,715
78
$331K 0.29%
8,488
-395
79
$324K 0.29%
2,195
80
$316K 0.28%
589
-51
81
$316K 0.28%
3,897
82
$310K 0.28%
3,887
83
$295K 0.26%
3,849
-201
84
$294K 0.26%
4,155
85
$292K 0.26%
5,046
-681
86
$287K 0.25%
1,576
-97
87
$280K 0.25%
4,427
-260
88
$273K 0.24%
3,175
-140
89
$268K 0.24%
1,675
90
$260K 0.23%
2,762
-401
91
$257K 0.23%
1,487
92
$255K 0.23%
999
93
$249K 0.22%
858
-1
94
$248K 0.22%
815
95
$235K 0.21%
3,569
96
$233K 0.21%
1,565
-119
97
$217K 0.19%
+1,886
98
$216K 0.19%
2,360
-45
99
$213K 0.19%
2,798
-37
100
$208K 0.18%
1,398
-51
1 2 3
4
5