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
$98.1M
AUM Growth
-$4.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$221K
2 +$202K
3 +$79K
4
ABT icon
Abbott
ABT
+$48.8K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$46.4K

Top Sells

1 +$223K
2 +$206K
3 +$204K
4
JNPR
Juniper Networks
JNPR
+$200K
5
ECL icon
Ecolab
ECL
+$80.4K

Sector Composition

1 Healthcare 17.02%
2 Industrials 10.1%
3 Technology 8.97%
4 Financials 7.25%
5 Consumer Staples 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-3,810
102
-6,386
103
-6,872