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
626
$20.8K 0.01%
+1,292
627
$20.7K 0.01%
+439
628
$20.7K 0.01%
+321
629
$20.6K 0.01%
+652
630
$20.6K 0.01%
+222
631
$20.6K 0.01%
+217
632
$20.6K 0.01%
+260
633
$20.6K 0.01%
+570
634
$20.6K 0.01%
+169
635
$20.5K 0.01%
+439
636
$20.5K 0.01%
+47
637
$20.5K 0.01%
+216
638
$20.4K 0.01%
+153
639
$20.4K 0.01%
+714
640
$20.3K 0.01%
+751
641
$20.3K 0.01%
+185
642
$20.2K 0.01%
+4,205
643
$20.2K 0.01%
+223
644
$20.2K 0.01%
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645
$20.1K 0.01%
329
+255
646
$20.1K 0.01%
+198
647
$20.1K 0.01%
+327
648
$20.1K 0.01%
374
+299
649
$20K 0.01%
+247
650
$20K 0.01%
+884
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