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
576
$22.4K 0.01%
+518
577
$22.3K 0.01%
+164
578
$22.3K 0.01%
+191
579
$22.3K 0.01%
+83
580
$22.3K 0.01%
+513
581
$22.2K 0.01%
+115
582
$22.2K 0.01%
574
583
$22.2K 0.01%
471
+3
584
$22.1K 0.01%
+294
585
$22.1K 0.01%
+165
586
$22K 0.01%
+641
587
$22K 0.01%
+75
588
$22K 0.01%
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589
$21.9K 0.01%
456
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590
$21.8K 0.01%
+5,488
591
$21.8K 0.01%
+127
592
$21.8K 0.01%
371
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593
$21.8K 0.01%
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594
$21.8K 0.01%
109
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595
$21.7K 0.01%
+427
596
$21.7K 0.01%
846
597
$21.7K 0.01%
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598
$21.6K 0.01%
+1,291
599
$21.6K 0.01%
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600
$21.6K 0.01%
+83