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
676
$19.2K 0.01%
+309
677
$19.1K 0.01%
+196
678
$19.1K 0.01%
+386
679
$19.1K 0.01%
+470
680
$19.1K 0.01%
+162
681
$19K 0.01%
+162
682
$19K 0.01%
+1,364
683
$19K 0.01%
+301
684
$18.9K 0.01%
+257
685
$18.8K 0.01%
+431
686
$18.8K 0.01%
98
+91
687
$18.7K 0.01%
+169
688
$18.7K 0.01%
+202
689
$18.7K 0.01%
+324
690
$18.7K 0.01%
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691
$18.6K 0.01%
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692
$18.6K 0.01%
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693
$18.5K 0.01%
+142
694
$18.5K 0.01%
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695
$18.5K 0.01%
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696
$18.5K 0.01%
96
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697
$18.5K 0.01%
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698
$18.4K 0.01%
+286
699
$18.4K 0.01%
+53
700
$18.3K 0.01%
+274