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
1051
$9.35K 0.01%
1,725
1052
$9.34K 0.01%
+141
1053
$9.26K ﹤0.01%
45
1054
$9.22K ﹤0.01%
93
1055
$9.22K ﹤0.01%
109
1056
$8.95K ﹤0.01%
153
1057
$8.93K ﹤0.01%
496
-289
1058
$8.84K ﹤0.01%
+726
1059
$8.67K ﹤0.01%
+469
1060
$8.45K ﹤0.01%
103
1061
$8.17K ﹤0.01%
300
1062
$8.08K ﹤0.01%
124
-10
1063
$8.05K ﹤0.01%
64
1064
$7.99K ﹤0.01%
202
1065
$7.74K ﹤0.01%
74
1066
$7.68K ﹤0.01%
196
+1
1067
$7.39K ﹤0.01%
28
-20
1068
$7.36K ﹤0.01%
+326
1069
$7.35K ﹤0.01%
391
+323
1070
$7.34K ﹤0.01%
283
1071
$7.18K ﹤0.01%
188
+25
1072
$7.07K ﹤0.01%
+58
1073
$6.98K ﹤0.01%
143
1074
$6.93K ﹤0.01%
70
1075
$6.93K ﹤0.01%
38
41 42
43
44 45