RA
Rise Advisors Portfolio holdings
AUM
$252M
This Quarter Return
+8.03%
1 Year Return
+13.63%
3 Year Return
+48.05%
5 Year Return
–
10 Year Return
–
AUM
$188M
AUM Growth
+$188M
(+31%)
Cap. Flow
+$47.2M
Cap. Flow
% of AUM
25.13%
Top 10 Holdings %
Top 10 Hldgs %
60.51%
Holding
1,289
New
672
Increased
337
Reduced
68
Closed
24
Top Buys
| 1 |
Vanguard Growth ETF
VUG
|
$11M |
| 2 |
Microsoft
MSFT
|
$1.53M |
| 3 |
Janus Henderson Mortgage-Backed Securities ETF
JMBS
|
$1.16M |
| 4 |
NVIDIA
NVDA
|
$1.12M |
| 5 |
Amazon
AMZN
|
$806K |
Top Sells
| 1 |
3M
MMM
|
$231K |
| 2 |
Verizon
VZ
|
$181K |
| 3 |
Bank of America
BAC
|
$105K |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
$51.4K |
| 5 |
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 | 3.31% |
