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
151
$102K 0.05%
856
+309
152
$102K 0.05%
260
-9
153
$100K 0.05%
484
+314
154
$97.9K 0.05%
274
+162
155
$96.9K 0.05%
1,336
+492
156
$95.4K 0.05%
+463
157
$95.3K 0.05%
2,470
+614
158
$94.9K 0.05%
1,190
+682
159
$94.9K 0.05%
181
+27
160
$93.7K 0.05%
646
+134
161
$91.8K 0.05%
1,264
-90
162
$88.5K 0.05%
365
+135
163
$87.2K 0.05%
+349
164
$85.1K 0.05%
324
+140
165
$83.1K 0.04%
477
+156
166
$82.8K 0.04%
86
+61
167
$82K 0.04%
645
+601
168
$81.4K 0.04%
963
+5
169
$80.7K 0.04%
8,063
170
$79.5K 0.04%
607
+122
171
$78.7K 0.04%
579
+39
172
$77.9K 0.04%
183
+178
173
$77.5K 0.04%
62
+15
174
$77K 0.04%
790
+700
175
$75.7K 0.04%
932
+312
5 6
7
8 9