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
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$8.24M
3
+$7.42M
4
NOW icon
ServiceNow
NOW
+$3.97M
5
UNH icon
UnitedHealth
UNH
+$2.76M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 15.26%
2 Technology 8.85%
3 Industrials 8.07%
4 Financials 6.33%
5 Consumer Staples 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$118K 0.1%
+571
127
$112K 0.1%
+755
128
$108K 0.09%
+720
129
$108K 0.09%
+1,610
130
$105K 0.09%
+1,126
131
$104K 0.09%
+850
132
$103K 0.09%
+447
133
$99K 0.09%
+404
134
$97K 0.08%
+1,990
135
$92K 0.08%
+2,180
136
$91K 0.08%
+437
137
$89K 0.08%
+2,480
138
$87K 0.08%
+345
139
$86K 0.08%
+700
140
$82K 0.07%
+280
141
$82K 0.07%
+1,010
142
$76K 0.07%
+721
143
$76K 0.07%
+970
144
$74K 0.06%
+1,896
145
$72K 0.06%
+1,500
146
$70K 0.06%
+420
147
$70K 0.06%
+1,350
148
$70K 0.06%
+842
149
$70K 0.06%
+1,595
150
$69K 0.06%
+250
4 5
6
7 8