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
651
$20K 0.01%
+327
652
$20K 0.01%
+149
653
$20K 0.01%
+467
654
$19.9K 0.01%
+205
655
$19.9K 0.01%
+96
656
$19.8K 0.01%
+381
657
$19.8K 0.01%
+50
658
$19.7K 0.01%
+558
659
$19.7K 0.01%
+661
660
$19.7K 0.01%
+641
661
$19.6K 0.01%
+100
662
$19.6K 0.01%
+521
663
$19.6K 0.01%
245
664
$19.6K 0.01%
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665
$19.5K 0.01%
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666
$19.5K 0.01%
+144
667
$19.5K 0.01%
+230
668
$19.4K 0.01%
+152
669
$19.4K 0.01%
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670
$19.4K 0.01%
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671
$19.4K 0.01%
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672
$19.4K 0.01%
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673
$19.3K 0.01%
+266
674
$19.3K 0.01%
+393
675
$19.3K 0.01%
+102