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
176
$40K 0.04%
+348
177
$40K 0.04%
+550
178
$39K 0.03%
+670
179
$37K 0.03%
+125
180
$37K 0.03%
+400
181
$35K 0.03%
+1,660
182
$35K 0.03%
+823
183
$33K 0.03%
+366
184
$32K 0.03%
+525
185
$32K 0.03%
+210
186
$31K 0.03%
+170
187
$31K 0.03%
+678
188
$31K 0.03%
+660
189
$30K 0.03%
+228
190
$30K 0.03%
+600
191
$28K 0.02%
+606
192
$27K 0.02%
+934
193
$27K 0.02%
+160
194
$26K 0.02%
+230
195
$25K 0.02%
+160
196
$25K 0.02%
+140
197
$25K 0.02%
+1,500
198
$24K 0.02%
+485
199
$23K 0.02%
+295
200
$23K 0.02%
+833
6 7
8
9 10