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
$118M
AUM Growth
-$2.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$602K
2 +$395K
3 +$268K
4
MSFT icon
Microsoft
MSFT
+$227K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$226K

Top Sells

1 +$261K
2 +$243K
3 +$211K
4
ABBV icon
AbbVie
ABBV
+$209K
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$203K

Sector Composition

1 Healthcare 14.09%
2 Industrials 10.38%
3 Technology 9.83%
4 Financials 9.68%
5 Consumer Discretionary 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-1,460
102
-897
103
-2,691