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
$279M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,625
New
Increased
Reduced
Closed

Top Buys

1 +$17.4M
2 +$14M
3 +$13M
4
VTV icon
Vanguard Value ETF
VTV
+$2.74M
5
VUG icon
Vanguard Growth ETF
VUG
+$2.54M

Top Sells

1 +$27.1M
2 +$13.6M
3 +$707K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$603K
5
MU icon
Micron Technology
MU
+$323K

Sector Composition

1 Technology 8.61%
2 Financials 5.25%
3 Consumer Discretionary 3.24%
4 Industrials 2.87%
5 Healthcare 2.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
PHM icon
526
Pultegroup
PHM
$24.7B
$22K 0.01%
166
+16
EHC icon
527
Encompass Health
EHC
$11.5B
$21.9K 0.01%
173
+1
EAGG icon
528
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.3B
$21.9K 0.01%
456
+5
KTB icon
529
Kontoor Brands
KTB
$4.18B
$21.8K 0.01%
274
+2
ITT icon
530
ITT
ITT
$14B
$21.8K 0.01%
122
CGNX icon
531
Cognex
CGNX
$6.4B
$21.8K 0.01%
480
+1
SYF icon
532
Synchrony
SYF
$28.4B
$21.7K 0.01%
306
+7
PCG icon
533
PG&E
PCG
$33.7B
$21.6K 0.01%
1,431
+99
MTB icon
534
M&T Bank
MTB
$29.4B
$21.6K 0.01%
109
+1
WMS icon
535
Advanced Drainage Systems
WMS
$11.8B
$21.6K 0.01%
155
WAB icon
536
Wabtec
WAB
$35.6B
$21.5K 0.01%
107
-1
BCO icon
537
Brink's
BCO
$4.7B
$21.5K 0.01%
184
SCHR icon
538
Schwab Intermediately-Term US Treasury ETF
SCHR
$12.6B
$21.5K 0.01%
855
-26
ADM icon
539
Archer Daniels Midland
ADM
$29B
$21.4K 0.01%
357
+11
NLY icon
540
Annaly Capital Management
NLY
$15.6B
$21.3K 0.01%
1,056
+34
TXRH icon
541
Texas Roadhouse
TXRH
$11.2B
$21.2K 0.01%
128
+1
WST icon
542
West Pharmaceutical
WST
$19.6B
$21.1K 0.01%
80
XYL icon
543
Xylem
XYL
$33.9B
$21K 0.01%
143
+5
CNM icon
544
Core & Main
CNM
$9.34B
$21K 0.01%
390
UBSI icon
545
United Bankshares
UBSI
$5.23B
$21K 0.01%
564
ARMK icon
546
Aramark
ARMK
$9.74B
$20.9K 0.01%
545
+2
FIVE icon
547
Five Below
FIVE
$8.76B
$20.9K 0.01%
135
KVUE icon
548
Kenvue
KVUE
$32.3B
$20.8K 0.01%
1,283
+33
EFX icon
549
Equifax
EFX
$25.5B
$20.8K 0.01%
81
+2
ALLY icon
550
Ally Financial
ALLY
$12.7B
$20.7K 0.01%
529
+4