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
$114M
AUM Growth
+$1.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$763K
2 +$375K
3 +$285K
4
PAYX icon
Paychex
PAYX
+$207K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$183K

Top Sells

1 +$208K
2 +$140K
3 +$118K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$67.2K
5
DVY icon
iShares Select Dividend ETF
DVY
+$66.2K

Sector Composition

1 Healthcare 16.56%
2 Industrials 10.49%
3 Technology 9.55%
4 Financials 7.89%
5 Consumer Discretionary 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-1,398