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
1101
$4.04K ﹤0.01%
186
1102
$4.01K ﹤0.01%
272
1103
$3.98K ﹤0.01%
15
-35
1104
$3.84K ﹤0.01%
776
-1,800
1105
$3.78K ﹤0.01%
138
1106
$3.7K ﹤0.01%
254
-1
1107
$3.55K ﹤0.01%
235
1108
$3.5K ﹤0.01%
109
1109
$3.48K ﹤0.01%
83
1110
$3.47K ﹤0.01%
130
1111
$3.43K ﹤0.01%
17
+2
1112
$3.14K ﹤0.01%
150
1113
$3.07K ﹤0.01%
20
1114
$3.05K ﹤0.01%
186
-35
1115
$3.04K ﹤0.01%
+154
1116
$3.03K ﹤0.01%
500
1117
$2.99K ﹤0.01%
345
1118
$2.92K ﹤0.01%
120
1119
$2.84K ﹤0.01%
15
1120
$2.65K ﹤0.01%
39
1121
$2.58K ﹤0.01%
+50
1122
$2.57K ﹤0.01%
26
+1
1123
$2.5K ﹤0.01%
424
+11
1124
$2.47K ﹤0.01%
155
1125
$2.43K ﹤0.01%
31
43 44
45
46 47