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
51
$386K 0.21%
8,637
+1,202
52
$365K 0.19%
5,085
+1,141
53
$355K 0.19%
1,224
+1,078
54
$353K 0.19%
634
+30
55
$351K 0.19%
2,161
+1,165
56
$346K 0.18%
2,631
+265
57
$344K 0.18%
694
+481
58
$340K 0.18%
2,900
+325
59
$338K 0.18%
5,832
+5,725
60
$329K 0.18%
2,490
+128
61
$310K 0.17%
1,634
+211
62
$302K 0.16%
2,270
+1,870
63
$300K 0.16%
1,106
-6
64
$290K 0.15%
695
+170
65
$287K 0.15%
2,809
+332
66
$287K 0.15%
1,503
+476
67
$286K 0.15%
3,854
-693
68
$284K 0.15%
3,488
+19
69
$278K 0.15%
3,067
+269
70
$272K 0.14%
974
+668
71
$270K 0.14%
2,209
+996
72
$267K 0.14%
2,262
+832
73
$263K 0.14%
1,767
+219
74
$262K 0.14%
4,360
+2,122
75
$261K 0.14%
1,061
+348
1 2
3
4 5