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
$98.1M
AUM Growth
-$4.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$221K
2
+$202K
3
+$79K
4
ABT icon
Abbott
ABT
+$48.8K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$46.4K

Top Sells

1
+$223K
2
+$206K
3
+$204K
4
JNPR
Juniper Networks
JNPR
+$200K
5
ECL icon
Ecolab
ECL
+$80.4K

Sector Composition

1 Healthcare 17.02%
2 Industrials 10.1%
3 Technology 8.97%
4 Financials 7.25%
5 Consumer Staples 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.7M 14.99%
34,231
+108
2
$6.68M 6.82%
70,850
-438
3
$6.56M 6.69%
131,455
-670
4
$3.97M 4.04%
7,383
-5
5
$3.18M 3.24%
5,688
-20
6
$2.8M 2.85%
5,549
-12
7
$2.48M 2.53%
35,970
-278
8
$2.45M 2.5%
10,647
-87
9
$2.03M 2.07%
11,846
+52
10
$1.71M 1.75%
16,626
-285
11
$1.5M 1.53%
3,785
+4
12
$1.45M 1.48%
13,517
+28
13
$1.44M 1.47%
6,929
+78
14
$1.37M 1.4%
3,347
+42
15
$1.36M 1.38%
11,549
-17
16
$1.27M 1.29%
2,881
+54
17
$1.23M 1.26%
4,675
-25
18
$1.16M 1.19%
6,864
+38
19
$1.14M 1.16%
9,921
-60
20
$1.1M 1.12%
2,526
-45
21
$1.03M 1.05%
4,007
-145
22
$938K 0.96%
3,489
-60
23
$926K 0.94%
3,064
+65
24
$922K 0.94%
2,919
25
$886K 0.9%
1,569
1
2 3 4 5