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
926
$13.5K 0.01%
+50
927
$13.5K 0.01%
+60
928
$13.5K 0.01%
+127
929
$13.5K 0.01%
+702
930
$13.5K 0.01%
+617
931
$13.5K 0.01%
+264
932
$13.5K 0.01%
+111
933
$13.5K 0.01%
+91
934
$13.5K 0.01%
+124
935
$13.4K 0.01%
+227
936
$13.4K 0.01%
+372
937
$13.4K 0.01%
+405
938
$13.4K 0.01%
+163
939
$13.3K 0.01%
+1,050
940
$13.3K 0.01%
+32
941
$13.3K 0.01%
+237
942
$13.3K 0.01%
+229
943
$13.3K 0.01%
+159
944
$13.3K 0.01%
+298
945
$13.3K 0.01%
+197
946
$13.2K 0.01%
+67
947
$13.2K 0.01%
275
948
$13.2K 0.01%
+85
949
$13.2K 0.01%
+86
950
$13.2K 0.01%
+136
36 37
38
39 40