RIA
Richwood Investment Advisors Portfolio holdings
AUM
$122M
This Quarter Return
-9.76%
1 Year Return
+11.99%
3 Year Return
+51%
5 Year Return
–
10 Year Return
–
AUM
$99.1M
AUM Growth
+$99.1M
(-12%)
Cap. Flow
-$1.35M
Cap. Flow
% of AUM
-1.36%
Top 10 Holdings %
Top 10 Hldgs %
44.06%
Holding
118
New
1
Increased
39
Reduced
35
Closed
12
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$844K |
| 2 |
BioMarin Pharmaceuticals
BMRN
|
$203K |
| 3 |
Lockheed Martin
LMT
|
$155K |
| 4 |
Morgan Stanley
MS
|
$101K |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
$62.9K |
Top Sells
| 1 |
Walt Disney
DIS
|
$286K |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$276K |
| 3 |
Allstate
ALL
|
$254K |
| 4 |
Qualcomm
QCOM
|
$235K |
| 5 |
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% |
