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
$118M
AUM Growth
-$2.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$602K
2
+$395K
3
+$268K
4
MSFT icon
Microsoft
MSFT
+$227K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$226K

Top Sells

1
+$261K
2
+$243K
3
+$211K
4
ABBV icon
AbbVie
ABBV
+$209K
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$203K

Sector Composition

1 Healthcare 14.09%
2 Industrials 10.38%
3 Technology 9.83%
4 Financials 9.68%
5 Consumer Discretionary 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$20.2M 17.16%
35,917
+1,071
2
$7.76M 6.59%
132,935
+4,592
3
$7.51M 6.38%
71,813
+2,166
4
$5.84M 4.96%
7,065
+117
5
$4.33M 3.68%
5,441
+59
6
$3.82M 3.25%
10,906
+277
7
$2.86M 2.43%
35,013
+1,574
8
$2.68M 2.28%
5,110
-137
9
$2.66M 2.26%
11,990
-10
10
$2.2M 1.87%
4,022
-15
11
$1.71M 1.46%
1,811
-5
12
$1.7M 1.45%
3,327
-47
13
$1.59M 1.35%
11,852
-30
14
$1.55M 1.31%
28,055
-680
15
$1.52M 1.29%
4,148
+221
16
$1.5M 1.27%
3,349
-105
17
$1.43M 1.22%
15,945
-837
18
$1.42M 1.21%
6,088
+81
19
$1.33M 1.13%
11,142
+52
20
$1.31M 1.11%
3,488
+604
21
$1.27M 1.08%
4,065
-135
22
$1.25M 1.07%
9,247
-240
23
$1.21M 1.03%
3,881
-457
24
$1.06M 0.9%
3,213
+543
25
$1.05M 0.9%
3,128
+75
1
2 3 4 5