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
951
$13.1K 0.01%
+1,065
952
$13.1K 0.01%
+218
953
$13.1K 0.01%
+92
954
$13.1K 0.01%
+126
955
$13K 0.01%
+133
956
$13K 0.01%
+188
957
$13K 0.01%
+258
958
$12.9K 0.01%
+63
959
$12.9K 0.01%
211
960
$12.9K 0.01%
286
+2
961
$12.8K 0.01%
707
962
$12.8K 0.01%
+225
963
$12.8K 0.01%
+49
964
$12.8K 0.01%
+354
965
$12.8K 0.01%
+97
966
$12.7K 0.01%
+568
967
$12.7K 0.01%
+107
968
$12.7K 0.01%
+888
969
$12.6K 0.01%
+276
970
$12.6K 0.01%
+386
971
$12.6K 0.01%
+87
972
$12.6K 0.01%
+228
973
$12.5K 0.01%
+148
974
$12.5K 0.01%
+188
975
$12.5K 0.01%
+189