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
801
$16.3K 0.01%
+208
802
$16.3K 0.01%
+351
803
$16.3K 0.01%
+753
804
$16.3K 0.01%
+365
805
$16.3K 0.01%
+37
806
$16.2K 0.01%
+2
807
$16.2K 0.01%
+908
808
$16.2K 0.01%
+171
809
$16.2K 0.01%
+810
810
$16.2K 0.01%
+844
811
$16.1K 0.01%
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812
$16.1K 0.01%
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813
$16.1K 0.01%
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814
$16.1K 0.01%
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815
$16.1K 0.01%
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816
$16.1K 0.01%
162
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817
$16.1K 0.01%
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818
$16.1K 0.01%
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819
$16.1K 0.01%
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820
$16K 0.01%
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821
$16K 0.01%
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822
$15.9K 0.01%
+553
823
$15.9K 0.01%
+284
824
$15.8K 0.01%
+506
825
$15.8K 0.01%
+46