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
1176
$1.13K ﹤0.01%
13
1177
$1.1K ﹤0.01%
45
1178
$1.04K ﹤0.01%
3
1179
$1.03K ﹤0.01%
18
-20
1180
$1.02K ﹤0.01%
456
1181
$1.02K ﹤0.01%
225
1182
$953 ﹤0.01%
50
1183
$945 ﹤0.01%
25
-25
1184
$923 ﹤0.01%
13
-18
1185
$913 ﹤0.01%
3
1186
$903 ﹤0.01%
373
1187
$881 ﹤0.01%
100
1188
$868 ﹤0.01%
700
1189
$867 ﹤0.01%
30
1190
$852 ﹤0.01%
68
1191
$850 ﹤0.01%
1,250
1192
$849 ﹤0.01%
18
1193
$833 ﹤0.01%
85
1194
$793 ﹤0.01%
33
1195
$785 ﹤0.01%
42
1196
$768 ﹤0.01%
21
-20
1197
$755 ﹤0.01%
118
1198
$745 ﹤0.01%
20
1199
$743 ﹤0.01%
70
1200
$686 ﹤0.01%
20
46 47
48
49 50