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
601
$21.5K 0.01%
+247
602
$21.4K 0.01%
+102
603
$21.4K 0.01%
+45
604
$21.4K 0.01%
+80
605
$21.4K 0.01%
+778
606
$21.4K 0.01%
71
+64
607
$21.2K 0.01%
407
608
$21.2K 0.01%
+1,799
609
$21.2K 0.01%
+109
610
$21.1K 0.01%
+283
611
$21.1K 0.01%
+417
612
$21.1K 0.01%
+1,066
613
$21.1K 0.01%
223
+2
614
$21K 0.01%
+202
615
$21K 0.01%
+49
616
$21K 0.01%
+226
617
$21K 0.01%
+31
618
$21K 0.01%
+461
619
$20.9K 0.01%
+245
620
$20.9K 0.01%
+320
621
$20.9K 0.01%
+725
622
$20.9K 0.01%
+194
623
$20.8K 0.01%
714
+528
624
$20.8K 0.01%
55
+50
625
$20.8K 0.01%
+266
23 24
25
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