RIA
Richwood Investment Advisors Portfolio holdings
AUM
$139M
1-Year Est. Return
14.78%
This Fund
S&P 500
1 Year Est. Return
+14.78%
AUM
$139M
AUM Growth
+$11.6M
(+9.1%)
Holding
107
Top Buys
| 1 | +$1.44M | |
| 2 | +$498K | |
| 3 | +$400K | |
| 4 |
CVS Health
CVS
|
+$273K |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
+$220K |
Top Sells
| 1 | +$256K | |
| 2 | +$234K | |
| 3 | +$221K | |
| 4 |
Amgen
AMGN
|
+$144K |
| 5 |
Aflac
AFL
|
+$140K |
Sector Composition
| 1 | Industrials | 13.29% |
| 2 | Healthcare | 12.14% |
| 3 | Financials | 8.86% |
| 4 | Technology | 7.46% |
| 5 | Consumer Discretionary | 5.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Packaging Corp of America
PKG
$19.1B
| $214K | 0.15% |
+897
|
|
||
102
iShares Core S&P Total US Stock Market ETF
ITOT
$79.8B
| $206K | 0.15% |
1,366
-160
|
|
||
103
iShares Morningstar Small-Cap Value ETF
ISCV
$583M
| $206K | 0.15% |
+2,775
|
|
||
104
Duke Energy
DUK
$104B
| $205K | 0.15% |
1,685
|
|
||
105
State Street SPDR S&P Biotech ETF
XBI
$7.74B
| $204K | 0.15% |
+1,629
|
|
||
106
Invesco S&P 500 Low Volatility ETF
SPLV
$8.02B
| $202K | 0.14% |
+2,694
|
|
||
107
DuPont de Nemours
DD
$18.4B
| – | – |
-7,856
|
|