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
1026
$11.2K 0.01%
+155
1027
$11.2K 0.01%
281
-60
1028
$11.2K 0.01%
155
+2
1029
$11.2K 0.01%
+171
1030
$11.1K 0.01%
+994
1031
$11.1K 0.01%
+642
1032
$11K 0.01%
+1,497
1033
$10.9K 0.01%
+710
1034
$10.8K 0.01%
+103
1035
$10.8K 0.01%
+816
1036
$10.8K 0.01%
+39
1037
$10.7K 0.01%
466
+256
1038
$10.7K 0.01%
+295
1039
$10.6K 0.01%
+1,103
1040
$10.6K 0.01%
347
+8
1041
$10.5K 0.01%
+309
1042
$10.5K 0.01%
+816
1043
$10.5K 0.01%
108
1044
$10.5K 0.01%
205
+4
1045
$10.3K 0.01%
+1,071
1046
$10.2K 0.01%
69
1047
$10.1K 0.01%
400
1048
$10.1K 0.01%
+214
1049
$9.87K 0.01%
400
1050
$9.8K 0.01%
631