RA
Riversedge Advisors Portfolio holdings
AUM
$618M
1-Year Est. Return
19.7%
This Fund
S&P 500
1 Year Est. Return
+19.7%
AUM
$615M
AUM Growth
+$18.3M
(+3.1%)
Holding
238
Top Buys
| 1 | +$10.1M | |
| 2 | +$5.38M | |
| 3 | +$4.99M | |
| 4 |
iShares Core MSCI International Developed Markets ETF
IDEV
|
+$3.45M |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
+$3.08M |
Top Sells
| 1 | +$11.9M | |
| 2 | +$4.39M | |
| 3 | +$3.72M | |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$2.23M |
| 5 |
ETH
Grayscale Ethereum Staking Mini ETF Shares
ETH
|
+$1.42M |
Sector Composition
| 1 | Technology | 8.83% |
| 2 | Financials | 2.48% |
| 3 | Consumer Discretionary | 1.79% |
| 4 | Communication Services | 1.59% |
| 5 | Healthcare | 1.56% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Salesforce
CRM
$167B
| – | – |
-1,022
|
|
||
227
eBay
EBAY
$45.7B
| – | – |
-2,566
|
|
||
228
Everest Group
EG
$13.8B
| – | – |
-677
|
|
||
229
Extra Space Storage
EXR
$29.9B
| – | – |
-1,447
|
|
||
230
Kinder Morgan
KMI
$70.7B
| – | – |
-7,092
|
|
||
231
Linde
LIN
$231B
| – | – |
-772
|
|
||
|
MRSH
232
Marsh
MRSH
$88.2B
| – | – |
-1,065
|
|
||
233
Molina Healthcare
MOH
$7.75B
| – | – |
-1,101
|
|
||
234
Procter & Gamble
PG
$333B
| – | – |
-3,567
|
|
||
235
PNC Financial Services
PNC
$88.8B
| – | – |
-1,660
|
|
||
236
Roblox
RBLX
$42.8B
| – | – |
-2,766
|
|
||
237
Schwab U.S Small- Cap ETF
SCHA
$21.6B
| – | – |
-157,191
|
|
||
238
Schwab US Large- Cap ETF
SCHX
$66.4B
| – | – |
-450,558
|
|