RIA
Richwood Investment Advisors Portfolio holdings
AUM
$122M
This Quarter Return
-2.35%
1 Year Return
+11.99%
3 Year Return
+51%
5 Year Return
–
10 Year Return
–
AUM
$112M
AUM Growth
+$112M
(-2%)
Cap. Flow
+$1.34M
Cap. Flow
% of AUM
1.2%
Top 10 Holdings %
Top 10 Hldgs %
43.89%
Holding
270
New
1
Increased
61
Reduced
28
Closed
152
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$629K |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$414K |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
$347K |
| 4 |
Norfolk Southern
NSC
|
$278K |
| 5 |
Visa
V
|
$271K |
Top Sells
| 1 |
Moderna
MRNA
|
$285K |
| 2 |
SPDR Portfolio Long Term Corporate Bond ETF
SPLB
|
$246K |
| 3 |
BioMarin Pharmaceuticals
BMRN
|
$217K |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$181K |
| 5 |
Stryker
SYK
|
$179K |
Sector Composition
| 1 | Healthcare | 15.28% |
| 2 | Industrials | 9.71% |
| 3 | Technology | 8.86% |
| 4 | Financials | 6.9% |
| 5 | Consumer Staples | 5.66% |
