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
$99.1M
AUM Growth
-$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$844K
2
+$203K
3
+$155K
4
MS icon
Morgan Stanley
MS
+$101K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$62.9K

Top Sells

1
+$286K
2
+$276K
3
+$254K
4
QCOM icon
Qualcomm
QCOM
+$235K
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$226K

Sector Composition

1 Healthcare 17.52%
2 Industrials 9.85%
3 Technology 8.13%
4 Financials 6.7%
5 Consumer Staples 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$226K 0.23%
618
+90
102
$216K 0.22%
1,895
-150
103
$210K 0.21%
965
104
$203K 0.2%
965
105
$203K 0.2%
+2,455
106
$201K 0.2%
7,051
-210
107
– –
-2,259
108
– –
-1,865
109
– –
-2,090
110
– –
-11,870
111
– –
-1,535
112
– –
-2,814
113
– –
-5,550
114
– –
-2,236
115
– –
-3,810
116
– –
-2,085
117
– –
-5,314
118
– –
-1,834
1 2 3 4
5