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
351
$32.3K 0.02%
+429
352
$32.2K 0.02%
+99
353
$32.2K 0.02%
+545
354
$32.1K 0.02%
+208
355
$32K 0.02%
1,061
+839
356
$32K 0.02%
+346
357
$32K 0.02%
+822
358
$31.9K 0.02%
+787
359
$31.8K 0.02%
1,220
-909
360
$31.8K 0.02%
+182
361
$31.7K 0.02%
+138
362
$31.7K 0.02%
+1,794
363
$31.5K 0.02%
+10
364
$31.5K 0.02%
+415
365
$31.4K 0.02%
325
+232
366
$31.4K 0.02%
231
+205
367
$31.4K 0.02%
+124
368
$31.1K 0.02%
+251
369
$30.8K 0.02%
+314
370
$30.7K 0.02%
138
-21
371
$30.7K 0.02%
338
+239
372
$30.7K 0.02%
+172
373
$30.6K 0.02%
+561
374
$30.6K 0.02%
+413
375
$30.6K 0.02%
273
+129