RA

Rise Advisors Portfolio holdings

AUM $279M
1-Year Est. Return 13.26%
This Quarter Est. Return
1 Year Est. Return
+13.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$188M
AUM Growth
+$44.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,289
New
Increased
Reduced
Closed

Top Buys

1 +$11M
2 +$1.53M
3 +$1.16M
4
NVDA icon
NVIDIA
NVDA
+$1.12M
5
AMZN icon
Amazon
AMZN
+$806K

Top Sells

1 +$231K
2 +$181K
3 +$105K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$51.4K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$44.7K

Sector Composition

1 Technology 7.15%
2 Financials 6.98%
3 Consumer Discretionary 3.95%
4 Healthcare 3.57%
5 Industrials 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$37.6K 0.02%
+418
302
$37.5K 0.02%
+225
303
$37.5K 0.02%
+85
304
$37.1K 0.02%
+181
305
$37.1K 0.02%
467
+96
306
$37K 0.02%
+111
307
$37K 0.02%
+303
308
$36.6K 0.02%
441
+411
309
$36.4K 0.02%
+109
310
$36.3K 0.02%
1,014
+973
311
$36.1K 0.02%
+480
312
$36.1K 0.02%
+483
313
$35.9K 0.02%
+317
314
$35.4K 0.02%
335
+159
315
$35.4K 0.02%
+90
316
$35.3K 0.02%
1,275
+13
317
$35.3K 0.02%
+138
318
$35.1K 0.02%
+271
319
$35K 0.02%
603
+587
320
$34.9K 0.02%
+130
321
$34.7K 0.02%
+140
322
$34.7K 0.02%
150
+143
323
$34.6K 0.02%
+964
324
$34.4K 0.02%
+1,185
325
$34.2K 0.02%
785
+9