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
151
$69K 0.06%
+558
152
$68K 0.06%
+794
153
$67K 0.06%
+1,830
154
$66K 0.06%
+572
155
$65K 0.06%
+590
156
$64K 0.06%
+330
157
$64K 0.06%
+594
158
$62K 0.05%
+1,159
159
$58K 0.05%
+197
160
$58K 0.05%
+430
161
$58K 0.05%
+1,312
162
$55K 0.05%
+530
163
$55K 0.05%
+620
164
$54K 0.05%
+114
165
$54K 0.05%
+370
166
$49K 0.04%
+892
167
$49K 0.04%
+2,090
168
$49K 0.04%
+107
169
$48K 0.04%
+785
170
$48K 0.04%
+960
171
$48K 0.04%
+260
172
$45K 0.04%
+1,050
173
$42K 0.04%
+117
174
$42K 0.04%
+150
175
$41K 0.04%
+600
5 6
7
8 9