RIA
Richwood Investment Advisors Portfolio holdings
AUM $118M
AUM
$118M
AUM Growth
-$2.31M (-2%)
Cap. Flow
+$1.02M
Cap. Flow % of AUM
0.87%
Top 10 Holdings %Top 10 Hldgs %
50.87%
Holding
103
New
3
Increased
24
Reduced
56
Closed
6
Top Buys
| 1 | $602K | |
| 2 | $395K | |
| 3 | $268K | |
| 4 | $227K | |
| 5 | $226K |
Top Sells
| 1 | $142K | |
| 2 | $127K | |
| 3 | $118K | |
| 4 | $96.3K | |
| 5 | $84.3K |
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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $0 | 0% | 0 -1,460 | Closed | – | |||
| $0 | 0% | 0 -897 | Closed | – | |||
| $0 | 0% | 0 -2,691 | Closed | – |
