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 7.14%
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
751
$17.3K 0.01%
+157
752
$17.3K 0.01%
+244
753
$17.3K 0.01%
+577
754
$17.2K 0.01%
617
755
$17.2K 0.01%
63
756
$17.2K 0.01%
+1,070
757
$17.1K 0.01%
+1,219
758
$17.1K 0.01%
932
+16
759
$17.1K 0.01%
+233
760
$17K 0.01%
+195
761
$17K 0.01%
64
+44
762
$17K 0.01%
+487
763
$17K 0.01%
+1,076
764
$16.9K 0.01%
+465
765
$16.9K 0.01%
+229
766
$16.9K 0.01%
+1,214
767
$16.9K 0.01%
+777
768
$16.9K 0.01%
+455
769
$16.9K 0.01%
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770
$16.9K 0.01%
+689
771
$16.9K 0.01%
113
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772
$16.9K 0.01%
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773
$16.9K 0.01%
+605
774
$16.9K 0.01%
+438
775
$16.8K 0.01%
+41