RIA

Richwood Investment Advisors Portfolio holdings

AUM $139M
1-Year Est. Return 14.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.78%
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
+$760K
2
+$353K
3
+$261K
4
PAYX icon
Paychex
PAYX
+$213K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$176K

Top Sells

1
+$208K
2
+$136K
3
+$118K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$68K
5
DVY icon
iShares Select Dividend ETF
DVY
+$66.4K

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
1 2 3 4
5