RA

Riversedge Advisors Portfolio holdings

AUM $618M
1-Year Est. Return 19.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$618M
AUM Growth
+$2.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$63.9M
2
+$12M
3
+$6.87M
4
FESM icon
Fidelity Enhanced Small Cap ETF
FESM
+$6.66M
5
RAAX icon
VanEck Inflation Allocation ETF
RAAX
+$6.29M

Top Sells

1
+$36.4M
2
+$21.5M
3
+$9.44M
4
BND icon
Vanguard Total Bond Market
BND
+$8.55M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$6.28M

Sector Composition

1 Technology 7.81%
2 Financials 2.1%
3 Consumer Discretionary 1.74%
4 Healthcare 1.67%
5 Communication Services 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPEM icon
26
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.3B
$4.98M 0.81%
106,246
-1,345
GOOGL icon
27
Alphabet (Google) Class A
GOOGL
$4.06T
$3.76M 0.61%
13,058
+100
MSFT icon
28
Microsoft
MSFT
$3.12T
$3.62M 0.59%
9,787
-1,159
AMZN icon
29
Amazon
AMZN
$2.69T
$3.48M 0.56%
16,707
+3,665
PLTR icon
30
Palantir
PLTR
$341B
$3.29M 0.53%
22,522
+111
VBK icon
31
Vanguard Small-Cap Growth ETF
VBK
$22B
$3.23M 0.52%
10,697
-482
JPIB icon
32
JPMorgan International Bond Opportunities ETF
JPIB
$1.92B
$2.88M 0.47%
+60,149
GOOG icon
33
Alphabet (Google) Class C
GOOG
$4.03T
$2.66M 0.43%
9,276
-57
SCHV icon
34
Schwab US Large-Cap Value ETF
SCHV
$15.5B
$2.43M 0.39%
79,585
+346
IVV icon
35
iShares Core S&P 500 ETF
IVV
$772B
$2.15M 0.35%
3,291
-156
AVGO icon
36
Broadcom
AVGO
$1.89T
$1.94M 0.31%
6,266
+607
VBR icon
37
Vanguard Small-Cap Value ETF
VBR
$34.2B
$1.89M 0.31%
8,701
-292
USHY icon
38
iShares Broad USD High Yield Corporate Bond ETF
USHY
$24.5B
$1.81M 0.29%
49,178
-24,870
TSLA icon
39
Tesla
TSLA
$1.46T
$1.81M 0.29%
4,860
+1,234
TSM icon
40
TSMC
TSM
$1.88T
$1.64M 0.27%
4,862
+219
IBIT icon
41
iShares Bitcoin Trust
IBIT
$59.2B
$1.63M 0.26%
42,356
-595
JNJ icon
42
Johnson & Johnson
JNJ
$565B
$1.47M 0.24%
6,006
+61
IVW icon
43
iShares S&P 500 Growth ETF
IVW
$68.2B
$1.45M 0.23%
12,827
-238
MUB icon
44
iShares National Muni Bond ETF
MUB
$43.5B
$1.4M 0.23%
13,189
-1,713
VGT icon
45
Vanguard Information Technology ETF
VGT
$119B
$1.4M 0.23%
2,001
COST icon
46
Costco
COST
$438B
$1.35M 0.22%
1,358
+451
META icon
47
Meta Platforms (Facebook)
META
$1.71T
$1.33M 0.22%
2,331
+100
BRK.B icon
48
Berkshire Hathaway Class B
BRK.B
$1.02T
$1.32M 0.21%
2,762
-349
FTMH
49
Franklin Municipal High Yield ETF
FTMH
$543M
$1.32M 0.21%
+114,093
IWO icon
50
iShares Russell 2000 Growth ETF
IWO
$13.5B
$1.12M 0.18%
3,557
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