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
776
$16.8K 0.01%
+195
777
$16.8K 0.01%
+578
778
$16.8K 0.01%
+591
779
$16.7K 0.01%
+292
780
$16.7K 0.01%
+149
781
$16.7K 0.01%
+316
782
$16.7K 0.01%
+121
783
$16.6K 0.01%
+1,427
784
$16.6K 0.01%
+1,865
785
$16.6K 0.01%
+114
786
$16.6K 0.01%
+909
787
$16.6K 0.01%
+502
788
$16.5K 0.01%
+211
789
$16.5K 0.01%
+529
790
$16.5K 0.01%
+93
791
$16.5K 0.01%
+1,316
792
$16.5K 0.01%
+250
793
$16.5K 0.01%
+60
794
$16.5K 0.01%
+207
795
$16.5K 0.01%
+79
796
$16.5K 0.01%
325
+1
797
$16.4K 0.01%
156
+137
798
$16.4K 0.01%
+3,045
799
$16.4K 0.01%
123
+103
800
$16.3K 0.01%
670
+8