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
176
$75.4K 0.04%
+587
177
$73.9K 0.04%
1,103
+690
178
$72.5K 0.04%
3,764
+2
179
$70.5K 0.04%
730
+270
180
$70K 0.04%
341
+74
181
$69.4K 0.04%
3,146
182
$69.1K 0.04%
152
+117
183
$68.8K 0.04%
815
+1
184
$65.9K 0.04%
547
+280
185
$65.4K 0.03%
+260
186
$65.4K 0.03%
541
+1
187
$65.2K 0.03%
156
+151
188
$65.1K 0.03%
635
+230
189
$65K 0.03%
53
+30
190
$64.8K 0.03%
1,704
+1,592
191
$64.5K 0.03%
124
+117
192
$63.2K 0.03%
550
+2
193
$63.1K 0.03%
455
+183
194
$62.5K 0.03%
379
+215
195
$61.8K 0.03%
898
+4
196
$61.5K 0.03%
+972
197
$61.2K 0.03%
+390
198
$61.2K 0.03%
+1,623
199
$60.8K 0.03%
302
+216
200
$60.4K 0.03%
147
+140
6 7
8
9 10