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
$113M
AUM Growth
+$6.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$217K
2
+$147K
3
+$84.4K
4
CLX icon
Clorox
CLX
+$62K
5
BA icon
Boeing
BA
+$59.8K

Top Sells

1
+$220K
2
+$214K
3
+$211K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$140K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$117K

Sector Composition

1 Healthcare 16.03%
2 Industrials 10.8%
3 Technology 8.85%
4 Financials 8.18%
5 Consumer Discretionary 5.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.6M 15.6%
33,430
-401
2
$7.8M 6.92%
128,406
-2,299
3
$7.63M 6.78%
69,056
-1,934
4
$5.45M 4.84%
7,005
-88
5
$4.14M 3.67%
5,427
-76
6
$2.89M 2.56%
10,348
-61
7
$2.61M 2.32%
32,689
-1,468
8
$2.6M 2.31%
5,265
-40
9
$2.21M 1.96%
16,770
-46
10
$2.03M 1.8%
11,842
11
$1.92M 1.7%
3,981
-62
12
$1.67M 1.48%
6,557
-80
13
$1.63M 1.45%
13,241
-81
14
$1.5M 1.33%
3,289
-155
15
$1.45M 1.28%
3,022
+29
16
$1.37M 1.22%
4,860
+50
17
$1.35M 1.2%
11,585
+271
18
$1.32M 1.17%
3,439
+220
19
$1.3M 1.16%
2,509
-37
20
$1.27M 1.13%
9,658
-250
21
$1.19M 1.05%
2,819
-100
22
$1.12M 1%
1,534
-10
23
$1.12M 0.99%
6,391
+160
24
$1.04M 0.92%
3,328
25
$1.01M 0.9%
3,590
-224
1
2 3 4 5