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
$120M
AUM Growth
-$983K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$931K
2 +$261K
3 +$203K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$148K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$145K

Top Sells

1 +$231K
2 +$207K
3 +$204K
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$204K
5
ELV icon
Elevance Health
ELV
+$161K

Sector Composition

1 Healthcare 13.43%
2 Industrials 11.12%
3 Technology 10.85%
4 Financials 9.11%
5 Consumer Discretionary 5.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-2,839
102
-8,821
103
-4,221
104
-3,240