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
$113M
AUM Growth
+$6.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$217K
2 +$147K
3 +$84.4K
4
CLX icon
Clorox
CLX
+$62K
5
BA icon
Boeing
BA
+$59.8K

Top Sells

1 +$220K
2 +$214K
3 +$211K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$140K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$117K

Sector Composition

1 Healthcare 16.03%
2 Industrials 10.8%
3 Technology 8.85%
4 Financials 8.18%
5 Consumer Discretionary 5.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-1,352