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
1001
$12K 0.01%
+180
1002
$11.9K 0.01%
+295
1003
$11.9K 0.01%
+103
1004
$11.8K 0.01%
+48
1005
$11.8K 0.01%
+163
1006
$11.8K 0.01%
+411
1007
$11.8K 0.01%
318
+293
1008
$11.8K 0.01%
709
+679
1009
$11.8K 0.01%
+238
1010
$11.7K 0.01%
+62
1011
$11.7K 0.01%
268
+175
1012
$11.7K 0.01%
+151
1013
$11.6K 0.01%
+69
1014
$11.6K 0.01%
+2,113
1015
$11.6K 0.01%
100
1016
$11.6K 0.01%
+192
1017
$11.6K 0.01%
+93
1018
$11.6K 0.01%
+88
1019
$11.5K 0.01%
+125
1020
$11.4K 0.01%
+203
1021
$11.4K 0.01%
+142
1022
$11.3K 0.01%
+531
1023
$11.3K 0.01%
+129
1024
$11.3K 0.01%
+55
1025
$11.3K 0.01%
+41