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
401
$28.7K 0.02%
+385
402
$28.7K 0.02%
410
+273
403
$28.7K 0.02%
463
+3
404
$28.6K 0.02%
+386
405
$28.6K 0.02%
+563
406
$28.5K 0.02%
+576
407
$28.4K 0.02%
540
+330
408
$28.3K 0.02%
+670
409
$28.3K 0.02%
175
410
$28.2K 0.02%
+1,189
411
$28.2K 0.02%
+561
412
$28.2K 0.02%
196
+180
413
$28.2K 0.02%
+345
414
$28.1K 0.02%
+486
415
$28.1K 0.02%
+39
416
$28.1K 0.02%
+112
417
$28K 0.01%
+477
418
$27.8K 0.01%
+1,595
419
$27.8K 0.01%
+153
420
$27.7K 0.01%
457
+427
421
$27.7K 0.01%
302
+288
422
$27.6K 0.01%
+316
423
$27.6K 0.01%
+307
424
$27.5K 0.01%
+445
425
$27.5K 0.01%
+167