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
526
$23.8K 0.01%
+1,679
527
$23.8K 0.01%
+819
528
$23.7K 0.01%
+441
529
$23.5K 0.01%
+56
530
$23.5K 0.01%
+1,253
531
$23.5K 0.01%
+147
532
$23.5K 0.01%
+308
533
$23.5K 0.01%
+224
534
$23.5K 0.01%
+624
535
$23.5K 0.01%
414
536
$23.4K 0.01%
+76
537
$23.4K 0.01%
+254
538
$23.4K 0.01%
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539
$23.4K 0.01%
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540
$23.4K 0.01%
+234
541
$23.4K 0.01%
+283
542
$23.3K 0.01%
236
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543
$23.3K 0.01%
118
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544
$23.3K 0.01%
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545
$23.3K 0.01%
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546
$23.2K 0.01%
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547
$23.2K 0.01%
85
548
$23.1K 0.01%
+1,377
549
$23.1K 0.01%
232
550
$23K 0.01%
+205