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
726
$17.8K 0.01%
+466
727
$17.8K 0.01%
+1,202
728
$17.7K 0.01%
+453
729
$17.7K 0.01%
+561
730
$17.7K 0.01%
+558
731
$17.7K 0.01%
+133
732
$17.7K 0.01%
+355
733
$17.7K 0.01%
+75
734
$17.7K 0.01%
+137
735
$17.7K 0.01%
+310
736
$17.7K 0.01%
+364
737
$17.6K 0.01%
388
+1
738
$17.6K 0.01%
+1,258
739
$17.6K 0.01%
900
740
$17.5K 0.01%
+203
741
$17.5K 0.01%
+728
742
$17.5K 0.01%
+143
743
$17.4K 0.01%
+687
744
$17.4K 0.01%
+3,590
745
$17.3K 0.01%
+539
746
$17.3K 0.01%
1,192
+32
747
$17.3K 0.01%
+113
748
$17.3K 0.01%
+379
749
$17.3K 0.01%
+187
750
$17.3K 0.01%
+144