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
851
$15.2K 0.01%
931
+831
852
$15.2K 0.01%
+164
853
$15.2K 0.01%
+29
854
$15.1K 0.01%
+125
855
$15.1K 0.01%
42
+17
856
$15.1K 0.01%
+241
857
$15K 0.01%
+457
858
$15K 0.01%
9
859
$15K 0.01%
+81
860
$14.9K 0.01%
+261
861
$14.9K 0.01%
+542
862
$14.9K 0.01%
647
+5
863
$14.8K 0.01%
+567
864
$14.8K 0.01%
+193
865
$14.8K 0.01%
+156
866
$14.7K 0.01%
+91
867
$14.7K 0.01%
141
+1
868
$14.7K 0.01%
+738
869
$14.7K 0.01%
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870
$14.6K 0.01%
+127
871
$14.6K 0.01%
307
+1
872
$14.5K 0.01%
+423
873
$14.5K 0.01%
553
+544
874
$14.5K 0.01%
+110
875
$14.4K 0.01%
+551