RIA
Richwood Investment Advisors Portfolio holdings
AUM
$128M
1-Year Est. Return
10.04%
1 Year Est. Return
+10.04%
AUM
$122M
AUM Growth
+$4.13M
(+3.5%)
Holding
102
Top Buys
| 1 | +$651K | |
| 2 | +$220K | |
| 3 | +$214K | |
| 4 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$206K |
| 5 |
Stryker
SYK
|
+$206K |
Top Sells
| 1 | +$232K | |
| 2 | +$206K | |
| 3 | +$201K | |
| 4 |
Merck
MRK
|
+$118K |
| 5 |
Adobe
ADBE
|
+$103K |
Sector Composition
| 1 | Healthcare | 11.59% |
| 2 | Technology | 11.08% |
| 3 | Industrials | 10.95% |
| 4 | Financials | 9.92% |
| 5 | Consumer Discretionary | 5.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Invesco S&P 500 Low Volatility ETF
SPLV
$7.62B
| – | – |
-2,694
|
|
||
102
Duke Energy
DUK
$97.4B
| – | – |
-1,685
|
|