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
826
$15.8K 0.01%
262
+2
827
$15.8K 0.01%
+1,009
828
$15.8K 0.01%
197
+145
829
$15.7K 0.01%
+51
830
$15.7K 0.01%
879
+742
831
$15.7K 0.01%
+302
832
$15.7K 0.01%
+1,122
833
$15.6K 0.01%
+229
834
$15.6K 0.01%
529
+521
835
$15.6K 0.01%
+484
836
$15.6K 0.01%
+1,123
837
$15.6K 0.01%
+93
838
$15.6K 0.01%
+85
839
$15.6K 0.01%
753
+3
840
$15.6K 0.01%
+594
841
$15.5K 0.01%
+429
842
$15.5K 0.01%
252
+1
843
$15.4K 0.01%
+116
844
$15.4K 0.01%
299
+288
845
$15.4K 0.01%
+617
846
$15.3K 0.01%
+228
847
$15.3K 0.01%
+874
848
$15.3K 0.01%
+192
849
$15.2K 0.01%
+92
850
$15.2K 0.01%
+24