RA

Riversedge Advisors Portfolio holdings

AUM $615M
1-Year Est. Return 19.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$615M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$5.38M
3
+$4.99M
4
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$3.45M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.08M

Top Sells

1
+$11.9M
2
+$4.39M
3
+$3.72M
4
VWO icon
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
VBK icon
26
Vanguard Small-Cap Growth ETF
VBK
$21.5B
$3.38M 0.55%
11,179
-603
AMZN icon
27
Amazon
AMZN
$2.24T
$3.01M 0.49%
13,042
+812
GOOG icon
28
Alphabet (Google) Class C
GOOG
$3.71T
$2.93M 0.48%
9,333
+592
USHY icon
29
iShares Broad USD High Yield Corporate Bond ETF
USHY
$26.4B
$2.77M 0.45%
74,048
-4,427
IVV icon
30
iShares Core S&P 500 ETF
IVV
$750B
$2.36M 0.38%
3,447
-4
SCHV icon
31
Schwab US Large-Cap Value ETF
SCHV
$15.6B
$2.35M 0.38%
79,239
+385
IBIT icon
32
iShares Bitcoin Trust
IBIT
$52.6B
$2.13M 0.35%
42,951
-9,996
AVGO icon
33
Broadcom
AVGO
$1.51T
$1.96M 0.32%
5,659
+277
VBR icon
34
Vanguard Small-Cap Value ETF
VBR
$34.5B
$1.9M 0.31%
8,993
-728
TSLA icon
35
Tesla
TSLA
$1.51T
$1.63M 0.27%
3,626
+127
IVW icon
36
iShares S&P 500 Growth ETF
IVW
$64.2B
$1.61M 0.26%
13,065
-78
MUB icon
37
iShares National Muni Bond ETF
MUB
$43B
$1.6M 0.26%
14,902
-1,030
BRK.B icon
38
Berkshire Hathaway Class B
BRK.B
$1.04T
$1.56M 0.25%
3,111
+285
VGT icon
39
Vanguard Information Technology ETF
VGT
$110B
$1.51M 0.25%
2,001
-28
META icon
40
Meta Platforms (Facebook)
META
$1.65T
$1.47M 0.24%
2,231
-400
TSM icon
41
TSMC
TSM
$1.91T
$1.41M 0.23%
4,643
+97
HYD icon
42
VanEck High Yield Muni ETF
HYD
$4.24B
$1.26M 0.2%
24,657
-1,656
JNJ icon
43
Johnson & Johnson
JNJ
$599B
$1.23M 0.2%
5,945
+710
JPM icon
44
JPMorgan Chase
JPM
$803B
$1.22M 0.2%
3,783
-337
IWO icon
45
iShares Russell 2000 Growth ETF
IWO
$13.3B
$1.15M 0.19%
3,557
+2
VTI icon
46
Vanguard Total Stock Market ETF
VTI
$583B
$1.11M 0.18%
3,303
+5
ABBV icon
47
AbbVie
ABBV
$414B
$1.08M 0.18%
4,729
+200
MCO icon
48
Moody's
MCO
$82.6B
$1.04M 0.17%
2,041
+10
VOO icon
49
Vanguard S&P 500 ETF
VOO
$855B
$974K 0.16%
1,553
-357
XLF icon
50
State Street Financial Select Sector SPDR ETF
XLF
$50.2B
$953K 0.15%
17,398
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