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
$118M
AUM Growth
-$2.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$602K
2
+$395K
3
+$268K
4
MSFT icon
Microsoft
MSFT
+$227K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$226K

Top Sells

1
+$261K
2
+$243K
3
+$211K
4
ABBV icon
AbbVie
ABBV
+$209K
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$203K

Sector Composition

1 Healthcare 14.09%
2 Industrials 10.38%
3 Technology 9.83%
4 Financials 9.68%
5 Consumer Discretionary 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$352K 0.3%
707
-36
77
$346K 0.29%
6,492
-595
78
$342K 0.29%
4,817
+585
79
$337K 0.29%
1,360
-38
80
$333K 0.28%
1,510
81
$329K 0.28%
2,070
82
$320K 0.27%
475
83
$312K 0.27%
1,507
-95
84
$305K 0.26%
2,787
-881
85
$302K 0.26%
2,070
86
$286K 0.24%
4,630
-484
87
$268K 0.23%
3,750
88
$266K 0.23%
795
89
$257K 0.22%
1,016
-67
90
$248K 0.21%
2,812
+95
91
$246K 0.21%
990
-35
92
$245K 0.21%
3,266
-56
93
$233K 0.2%
3,118
-380
94
$232K 0.2%
774
95
$213K 0.18%
899
96
$206K 0.17%
+1,685
97
$201K 0.17%
+2,694
98
– –
-1,176
99
– –
-2,038
100
– –
-1,886
1 2 3
4
5