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
501
$24.8K 0.01%
+533
502
$24.8K 0.01%
+309
503
$24.6K 0.01%
+153
504
$24.5K 0.01%
+911
505
$24.5K 0.01%
280
-84
506
$24.5K 0.01%
+126
507
$24.5K 0.01%
+24
508
$24.4K 0.01%
+570
509
$24.3K 0.01%
+294
510
$24.3K 0.01%
+158
511
$24.3K 0.01%
691
512
$24.2K 0.01%
313
+1
513
$24.1K 0.01%
+336
514
$24.1K 0.01%
83
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515
$24.1K 0.01%
+156
516
$24.1K 0.01%
+235
517
$24.1K 0.01%
+733
518
$24K 0.01%
+741
519
$24K 0.01%
+339
520
$23.9K 0.01%
191
+1
521
$23.9K 0.01%
+250
522
$23.9K 0.01%
+170
523
$23.9K 0.01%
+556
524
$23.8K 0.01%
+567
525
$23.8K 0.01%
+171