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
$114M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$8.24M
3
+$7.42M
4
NOW icon
ServiceNow
NOW
+$3.97M
5
UNH icon
UnitedHealth
UNH
+$2.76M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 15.26%
2 Technology 8.85%
3 Industrials 8.07%
4 Financials 6.33%
5 Consumer Staples 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$223K 0.2%
+2,836
102
$217K 0.19%
+2,455
103
$216K 0.19%
+1,865
104
$216K 0.19%
+1,834
105
$211K 0.18%
+1,360
106
$209K 0.18%
+839
107
$200K 0.17%
+1,472
108
$186K 0.16%
+2,975
109
$185K 0.16%
+540
110
$181K 0.16%
+1,590
111
$179K 0.16%
+670
112
$179K 0.16%
+1,315
113
$178K 0.16%
+5,433
114
$169K 0.15%
+1,460
115
$164K 0.14%
+545
116
$159K 0.14%
+1,515
117
$153K 0.13%
+2,305
118
$150K 0.13%
+8,078
119
$140K 0.12%
+1,739
120
$137K 0.12%
+540
121
$137K 0.12%
+3,189
122
$131K 0.11%
+1,495
123
$130K 0.11%
+877
124
$129K 0.11%
+770
125
$123K 0.11%
+1,385
3 4
5
6 7