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
$91.1M
AUM Growth
-$8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1 +$121K
2 +$94.7K
3 +$60K
4
MRK icon
Merck
MRK
+$46.9K
5
BA icon
Boeing
BA
+$33.3K

Sector Composition

1 Healthcare 18.13%
2 Industrials 10.18%
3 Technology 7.29%
4 Financials 6.89%
5 Consumer Staples 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$201K 0.22%
2,375
-80
102
$201K 0.22%
965
103
-965
104
-1,895
105
-7,051
106
-1,732