RIA
Richwood Investment Advisors Portfolio holdings
AUM
$128M
1-Year Est. Return
10.04%
1 Year Est. Return
+10.04%
AUM
$128M
AUM Growth
+$5.85M
(+4.8%)
Holding
103
Top Buys
| 1 | +$335K | |
| 2 | +$283K | |
| 3 | +$273K | |
| 4 |
Duke Energy
DUK
|
+$209K |
| 5 |
Deere & Co
DE
|
+$54.9K |
Top Sells
| 1 | +$260K | |
| 2 | +$220K | |
| 3 | +$206K | |
| 4 |
Lockheed Martin
LMT
|
+$177K |
| 5 |
ServiceNow
NOW
|
+$133K |
Sector Composition
| 1 | Industrials | 11.48% |
| 2 | Technology | 10.84% |
| 3 | Healthcare | 10.76% |
| 4 | Financials | 9.6% |
| 5 | Consumer Discretionary | 5.61% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Stryker
SYK
$141B
| – | – |
-520
|
|
||
102
iShares Core S&P US Growth ETF
IUSG
$26.3B
| – | – |
-1,460
|
|
||
103
Fiserv
FI
$35.4B
| – | – |
-1,510
|
|