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RA
Riversedge Advisors Portfolio holdings
AUM
$618M
1-Year Est. Return
19.59%
This Fund
S&P 500
This Quarter
Est. Return
-0.62%
1 Year Est. Return
+19.59%
3 Year Est. Return
+47.27%
5 Year Est. Return
+40.51%
10 Year Est. Return
–
AUM
$618M
AUM Growth
+$2.7M
(+0.44%)
Cap. Flow
+$14.6M
Cap. Flow
% of AUM
2.36%
Top 10 Holdings %
Top 10 Hldgs %
57.93%
Holding
251
New
37
Increased
100
Reduced
68
Closed
35
Top Buys
| 1 |
Vanguard Value ETF
VTV
|
+$63.9M |
| 2 |
JPMorgan Active Bond ETF
JBND
|
+$12M |
| 3 |
Avantis Emerging Markets Equity ETF
AVEM
|
+$6.87M |
| 4 |
Fidelity Enhanced Small Cap Core ETF
FESM
|
+$6.66M |
| 5 |
VanEck Inflation Allocation ETF
RAAX
|
+$6.29M |
Top Sells
| 1 |
Vanguard Large-Cap ETF
VV
|
+$36.4M |
| 2 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$21.5M |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
+$9.44M |
| 4 |
Vanguard Total Bond Market
BND
|
+$8.55M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
26
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.4B
| $4.98M | 0.81% |
106,246
-1,345
| -1% | -$65.5K |
|
27
Alphabet (Google) Class A
GOOGL
$4.53T
| $3.76M | 0.61% |
13,058
+100
| +0.8% | +$31.4K |
|
28
Microsoft
MSFT
$2.94T
| $3.62M | 0.59% |
9,787
-1,159
| -11% | -$485K |
|
29
Amazon
AMZN
$2.74T
| $3.48M | 0.56% |
16,707
+3,665
| +28% | +$807K |
|
30
Palantir
PLTR
$321B
| $3.29M | 0.53% |
22,522
+111
| +0.5% | +$17K |
|
31
Vanguard Small-Cap Growth ETF
VBK
$23.8B
| $3.23M | 0.52% |
10,697
-482
| -4% | -$151K |
|
32
JPMorgan International Bond Opportunities ETF
JPIB
$2.06B
| $2.88M | 0.47% |
+60,149
| New | +$2.93M |
|
|
33
Alphabet (Google) Class C
GOOG
$4.52T
| $2.66M | 0.43% |
9,276
-57
| -0.6% | -$17.9K |
|
|
SCHV
34
Schwab US Large-Cap Value ETF
SCHV
$15.6B
| $2.43M | 0.39% |
79,585
+346
| +0.4% | +$10.8K |
|
35
iShares Core S&P 500 ETF
IVV
$895B
| $2.15M | 0.35% |
3,291
-156
| -5% | -$107K |
|
36
Broadcom
AVGO
$1.88T
| $1.94M | 0.31% |
6,266
+607
| +11% | +$200K |
|
37
Vanguard Small-Cap Value ETF
VBR
$36.8B
| $1.89M | 0.31% |
8,701
-292
| -3% | -$65.3K |
|
38
iShares Broad USD High Yield Corporate Bond ETF
USHY
$28.8B
| $1.81M | 0.29% |
49,178
-24,870
| -34% | -$927K |
|
39
Tesla
TSLA
$1.48T
| $1.81M | 0.29% |
4,860
+1,234
| +34% | +$508K |
|
40
TSMC
TSM
$2.18T
| $1.64M | 0.27% |
4,862
+219
| +5% | +$75.4K |
|
41
iShares Bitcoin Trust
IBIT
$47.6B
| $1.63M | 0.26% |
42,356
-595
| -1% | -$25.8K |
|
42
Johnson & Johnson
JNJ
$595B
| $1.47M | 0.24% |
6,006
+61
| +1% | +$14.2K |
|
43
iShares S&P 500 Growth ETF
IVW
$75.5B
| $1.45M | 0.23% |
12,827
-238
| -2% | -$28.6K |
|
44
iShares National Muni Bond ETF
MUB
$45.6B
| $1.4M | 0.23% |
13,189
-1,713
| -11% | -$184K |
|
45
Vanguard Information Technology ETF
VGT
$143B
| $1.4M | 0.23% |
16,008
| – | – |
|
46
Costco
COST
$406B
| $1.35M | 0.22% |
1,358
+451
| +50% | +$440K |
|
47
Meta Platforms (Facebook)
META
$1.73T
| $1.33M | 0.22% |
2,331
+100
| +4% | +$64.1K |
|
48
Berkshire Hathaway Class B
BRK.B
$1.05T
| $1.32M | 0.21% |
2,762
-349
| -11% | -$171K |
|
|
FTMH
49
Franklin Municipal High Yield ETF
FTMH
$594M
| $1.32M | 0.21% |
+114,093
| New | +$1.33M |
|
50
iShares Russell 2000 Growth ETF
IWO
$15B
| $1.12M | 0.18% |
3,557
| – | – |
|
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