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
$99.4M
AUM Growth
+$8.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1 +$214K
2 +$208K
3 +$202K
4
MSFT icon
Microsoft
MSFT
+$95.7K
5
NOC icon
Northrop Grumman
NOC
+$49.1K

Top Sells

1 +$531K
2 +$198K
3 +$106K
4
VZ icon
Verizon
VZ
+$104K
5
INTC icon
Intel
INTC
+$100K

Sector Composition

1 Healthcare 18.34%
2 Industrials 10.49%
3 Financials 7.32%
4 Technology 7.07%
5 Consumer Staples 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$208K 0.21%
+1,534
102
$207K 0.21%
840
-260
103
$204K 0.21%
2,036
-718
104
$204K 0.2%
965
105
$202K 0.2%
+1,895