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
1151
$1.64K ﹤0.01%
50
1152
$1.63K ﹤0.01%
100
1153
$1.61K ﹤0.01%
150
1154
$1.59K ﹤0.01%
71
1155
$1.59K ﹤0.01%
15
-17
1156
$1.57K ﹤0.01%
25
1157
$1.53K ﹤0.01%
50
1158
$1.5K ﹤0.01%
51
1159
$1.5K ﹤0.01%
608
1160
$1.47K ﹤0.01%
30
1161
$1.39K ﹤0.01%
206
+1
1162
$1.36K ﹤0.01%
125
-625
1163
$1.35K ﹤0.01%
50
-20
1164
$1.3K ﹤0.01%
40
-30
1165
$1.29K ﹤0.01%
52
+1
1166
$1.28K ﹤0.01%
83
-170
1167
$1.25K ﹤0.01%
60
1168
$1.25K ﹤0.01%
55
1169
$1.25K ﹤0.01%
50
1170
$1.25K ﹤0.01%
104
1171
$1.24K ﹤0.01%
72
+1
1172
$1.18K ﹤0.01%
56
1173
$1.15K ﹤0.01%
10
1174
$1.15K ﹤0.01%
12
1175
$1.14K ﹤0.01%
130
45 46
47
48 49