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
1126
$2.42K ﹤0.01%
55
1127
$2.35K ﹤0.01%
23
+1
1128
$2.33K ﹤0.01%
93
+3
1129
$2.31K ﹤0.01%
26
1130
$2.3K ﹤0.01%
267
+200
1131
$2.3K ﹤0.01%
26
1132
$2.3K ﹤0.01%
60
1133
$2.25K ﹤0.01%
19
1134
$2.2K ﹤0.01%
+45
1135
$2.2K ﹤0.01%
+50
1136
$2.17K ﹤0.01%
161
+3
1137
$2.12K ﹤0.01%
1,344
1138
$2.11K ﹤0.01%
383
+13
1139
$2.06K ﹤0.01%
15
1140
$2.06K ﹤0.01%
23
-30
1141
$2.03K ﹤0.01%
305
-106
1142
$1.98K ﹤0.01%
247
+2
1143
$1.92K ﹤0.01%
22
1144
$1.9K ﹤0.01%
107
-35
1145
$1.81K ﹤0.01%
1,000
1146
$1.79K ﹤0.01%
330
1147
$1.76K ﹤0.01%
+74
1148
$1.73K ﹤0.01%
133
1149
$1.68K ﹤0.01%
25
1150
$1.65K ﹤0.01%
11
44 45
46
47 48