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
$112M
AUM Growth
-$2.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$629K
2
+$414K
3
+$347K
4
NSC icon
Norfolk Southern
NSC
+$278K
5
V icon
Visa
V
+$271K

Top Sells

1
+$285K
2
+$246K
3
+$217K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$181K
5
SYK icon
Stryker
SYK
+$179K

Sector Composition

1 Healthcare 15.28%
2 Industrials 9.71%
3 Technology 8.86%
4 Financials 6.9%
5 Consumer Staples 5.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.6M 13.96%
34,473
+1,387
2
$8.11M 7.24%
75,148
+3,215
3
$7.45M 6.65%
138,715
+7,705
4
$3.31M 2.95%
5,936
-175
5
$2.97M 2.66%
5,831
+340
6
$2.8M 2.5%
38,046
+3,592
7
$2.47M 2.2%
8,621
+65
8
$2.28M 2.03%
13,050
-230
9
$2.2M 1.97%
9,934
+1,220
10
$1.94M 1.74%
15,169
-320
11
$1.51M 1.35%
3,082
-180
12
$1.47M 1.31%
7,248
+100
13
$1.34M 1.2%
16,335
+2,380
14
$1.32M 1.18%
10,277
-210
15
$1.3M 1.16%
25,077
+1,617
16
$1.29M 1.16%
3,623
17
$1.24M 1.11%
2,780
+431
18
$1.19M 1.06%
23,276
+3,455
19
$1.17M 1.05%
7,006
+895
20
$1.12M 1%
4,540
+750
21
$1.12M 1%
30,666
-1,132
22
$1.11M 1%
15,263
+70
23
$1.1M 0.98%
5,227
-59
24
$1.08M 0.96%
4,468
-150
25
$990K 0.88%
11,992
+852
1
2 3 4 5