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
551
$23K 0.01%
100
+38
552
$23K 0.01%
+160
553
$23K 0.01%
+84
554
$23K 0.01%
70
+52
555
$22.9K 0.01%
+665
556
$22.9K 0.01%
+368
557
$22.9K 0.01%
+571
558
$22.8K 0.01%
+622
559
$22.8K 0.01%
+90
560
$22.8K 0.01%
+115
561
$22.7K 0.01%
+37
562
$22.7K 0.01%
+420
563
$22.7K 0.01%
+84
564
$22.7K 0.01%
244
+1
565
$22.7K 0.01%
349
+339
566
$22.7K 0.01%
+492
567
$22.6K 0.01%
1,040
+697
568
$22.6K 0.01%
+462
569
$22.6K 0.01%
154
+134
570
$22.6K 0.01%
+522
571
$22.5K 0.01%
+709
572
$22.5K 0.01%
+419
573
$22.5K 0.01%
+177
574
$22.5K 0.01%
+1,105
575
$22.4K 0.01%
+366