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
901
$13.8K 0.01%
638
-168
902
$13.8K 0.01%
+158
903
$13.8K 0.01%
+210
904
$13.8K 0.01%
+1,655
905
$13.7K 0.01%
+586
906
$13.7K 0.01%
85
907
$13.7K 0.01%
+892
908
$13.7K 0.01%
+425
909
$13.7K 0.01%
+161
910
$13.7K 0.01%
+289
911
$13.7K 0.01%
+89
912
$13.7K 0.01%
+381
913
$13.7K 0.01%
+505
914
$13.7K 0.01%
1,943
+69
915
$13.6K 0.01%
+369
916
$13.6K 0.01%
+479
917
$13.6K 0.01%
+100
918
$13.6K 0.01%
1,140
+1,003
919
$13.6K 0.01%
506
+456
920
$13.6K 0.01%
401
+1
921
$13.6K 0.01%
+1,147
922
$13.6K 0.01%
133
+1
923
$13.6K 0.01%
+153
924
$13.6K 0.01%
1,021
+11
925
$13.6K 0.01%
+348