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
$120M
AUM Growth
-$983K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$931K
2
+$261K
3
+$203K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$148K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$145K

Top Sells

1
+$231K
2
+$207K
3
+$204K
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$204K
5
ELV icon
Elevance Health
ELV
+$161K

Sector Composition

1 Healthcare 13.43%
2 Industrials 11.12%
3 Technology 10.85%
4 Financials 9.11%
5 Consumer Discretionary 5.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$354K 0.29%
1,398
-280
77
$350K 0.29%
2,497
+500
78
$338K 0.28%
3,668
+270
79
$310K 0.26%
1,510
-165
80
$309K 0.26%
1,602
+140
81
$303K 0.25%
5,114
+300
82
$298K 0.25%
4,232
+25
83
$291K 0.24%
795
-20
84
$285K 0.24%
2,070
85
$283K 0.24%
3,750
-270
86
$271K 0.23%
475
-11
87
$267K 0.22%
3,498
-138
88
$261K 0.22%
+2,691
89
$260K 0.22%
1,025
-95
90
$257K 0.21%
2,717
-105
91
$254K 0.21%
3,322
92
$254K 0.21%
1,083
-40
93
$249K 0.21%
2,070
+150
94
$243K 0.2%
1,886
95
$232K 0.19%
774
96
$211K 0.18%
899
-70
97
$211K 0.18%
2,038
-500
98
$209K 0.17%
1,176
-340
99
$203K 0.17%
+1,460
100
$202K 0.17%
897
-105
1 2 3
4
5