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
WTRG icon
601
Essential Utilities
WTRG
$11B
$19.2K 0.01%
480
HIMS icon
602
Hims & Hers Health
HIMS
$8.41B
$19.1K 0.01%
337
WTFC icon
603
Wintrust Financial
WTFC
$9.15B
$19.1K 0.01%
144
+1
RNST icon
604
Renasant Corp
RNST
$3.41B
$19K 0.01%
516
+3
CR icon
605
Crane Co
CR
$10.6B
$19K 0.01%
103
AVTR icon
606
Avantor
AVTR
$7.7B
$19K 0.01%
1,523
INCY icon
607
Incyte
INCY
$20B
$19K 0.01%
224
+13
SITM icon
608
SiTime
SITM
$9.04B
$19K 0.01%
63
DLTR icon
609
Dollar Tree
DLTR
$23.2B
$19K 0.01%
201
+9
CTSH icon
610
Cognizant
CTSH
$38.3B
$19K 0.01%
283
+14
EXR icon
611
Extra Space Storage
EXR
$28.1B
$19K 0.01%
134
+5
PLNT icon
612
Planet Fitness
PLNT
$8.97B
$18.9K 0.01%
182
BKCH icon
613
Global X Blockchain ETF
BKCH
$348M
$18.9K 0.01%
219
+1
CNH
614
CNH Industrial
CNH
$11.8B
$18.8K 0.01%
1,734
SR icon
615
Spire
SR
$4.96B
$18.8K 0.01%
231
+3
ROIV icon
616
Roivant Sciences
ROIV
$14.5B
$18.8K 0.01%
1,242
CNO icon
617
CNO Financial Group
CNO
$3.86B
$18.8K 0.01%
475
-11
OGS icon
618
ONE Gas
OGS
$4.78B
$18.7K 0.01%
231
CNX icon
619
CNX Resources
CNX
$5.43B
$18.7K 0.01%
582
EL icon
620
Estee Lauder
EL
$36.7B
$18.7K 0.01%
212
+7
HIG icon
621
Hartford Financial Services
HIG
$37.1B
$18.7K 0.01%
140
+8
RGLD icon
622
Royal Gold
RGLD
$16.9B
$18.7K 0.01%
93
KDP icon
623
Keurig Dr Pepper
KDP
$38.4B
$18.6K 0.01%
730
GXO icon
624
GXO Logistics
GXO
$6.01B
$18.6K 0.01%
352
PDM
625
Piedmont Realty Trust
PDM
$1.07B
$18.6K 0.01%
2,066