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
+$1.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$763K
2
+$375K
3
+$285K
4
PAYX icon
Paychex
PAYX
+$207K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$183K

Top Sells

1
+$208K
2
+$140K
3
+$118K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$67.2K
5
DVY icon
iShares Select Dividend ETF
DVY
+$66.2K

Sector Composition

1 Healthcare 16.56%
2 Industrials 10.49%
3 Technology 9.55%
4 Financials 7.89%
5 Consumer Discretionary 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$343K 0.3%
7,957
-531
77
$324K 0.28%
2,837
+323
78
$320K 0.28%
2,195
79
$313K 0.27%
1,316
-134
80
$307K 0.27%
3,498
+323
81
$296K 0.26%
3,683
-166
82
$286K 0.25%
4,507
+80
83
$280K 0.25%
9,036
+640
84
$273K 0.24%
1,150
-130
85
$272K 0.24%
4,020
-135
86
$272K 0.24%
815
87
$269K 0.24%
3,772
-125
88
$260K 0.23%
1,516
-60
89
$253K 0.22%
1,587
+100
90
$250K 0.22%
1,675
91
$239K 0.21%
4,496
-550
92
$232K 0.2%
3,569
93
$227K 0.2%
2,578
-220
94
$224K 0.2%
1,886
95
$222K 0.2%
774
-84
96
$214K 0.19%
999
97
$207K 0.18%
+1,747
98
$204K 0.18%
3,455
-432
99
$204K 0.18%
1,490
-75
100
$202K 0.18%
1,990
-370
1 2 3
4
5