RA

Riversedge Advisors Portfolio holdings

AUM $597M
1-Year Est. Return 15.29%
This Quarter Est. Return
1 Year Est. Return
+15.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$597M
AUM Growth
+$85.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$6.95M
2
+$4.24M
3
+$3.09M
4
ETH
Grayscale Ethereum Mini Trust ETF
ETH
+$1.42M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.37M

Top Sells

1
+$3.25M
2
+$1.21M
3
+$1.14M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$593K
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$539K

Sector Composition

1 Technology 8.35%
2 Financials 2.34%
3 Consumer Discretionary 1.72%
4 Communication Services 1.47%
5 Healthcare 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VBK icon
26
Vanguard Small-Cap Growth ETF
VBK
$20.5B
$3.51M 0.59%
11,782
-537
IBIT icon
27
iShares Bitcoin Trust
IBIT
$81.5B
$3.44M 0.58%
52,947
+7,178
USHY icon
28
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.5B
$2.96M 0.5%
78,475
+4,123
GOOGL icon
29
Alphabet (Google) Class A
GOOGL
$3.04T
$2.88M 0.48%
11,846
+1,834
AMZN icon
30
Amazon
AMZN
$2.29T
$2.69M 0.45%
12,230
+2,701
IVV icon
31
iShares Core S&P 500 ETF
IVV
$660B
$2.31M 0.39%
3,451
-34
SCHV icon
32
Schwab US Large-Cap Value ETF
SCHV
$14B
$2.3M 0.38%
78,854
-2,452
GOOG icon
33
Alphabet (Google) Class C
GOOG
$3.05T
$2.13M 0.36%
8,741
+1,817
VBR icon
34
Vanguard Small-Cap Value ETF
VBR
$31B
$2.03M 0.34%
9,721
-475
META icon
35
Meta Platforms (Facebook)
META
$1.79T
$1.93M 0.32%
2,631
+634
AVGO icon
36
Broadcom
AVGO
$1.67T
$1.78M 0.3%
5,382
+1,353
MUB icon
37
iShares National Muni Bond ETF
MUB
$40.3B
$1.7M 0.28%
15,932
-556
IVW icon
38
iShares S&P 500 Growth ETF
IVW
$65.8B
$1.59M 0.27%
13,143
-31
TSLA icon
39
Tesla
TSLA
$1.43T
$1.56M 0.26%
3,499
+897
VGT icon
40
Vanguard Information Technology ETF
VGT
$109B
$1.51M 0.25%
2,029
-39
BRK.B icon
41
Berkshire Hathaway Class B
BRK.B
$1.05T
$1.42M 0.24%
2,826
+516
ETH
42
Grayscale Ethereum Mini Trust ETF
ETH
$2.72B
$1.42M 0.24%
+36,250
HYD icon
43
VanEck High Yield Muni ETF
HYD
$3.51B
$1.34M 0.22%
26,313
-344
JPM icon
44
JPMorgan Chase
JPM
$813B
$1.3M 0.22%
4,120
+970
TSM icon
45
TSMC
TSM
$1.56T
$1.27M 0.21%
4,546
+289
VOO icon
46
Vanguard S&P 500 ETF
VOO
$757B
$1.17M 0.2%
1,910
+1,031
IWO icon
47
iShares Russell 2000 Growth ETF
IWO
$13.1B
$1.14M 0.19%
3,555
-62
VTI icon
48
Vanguard Total Stock Market ETF
VTI
$543B
$1.08M 0.18%
3,298
+854
ABBV icon
49
AbbVie
ABBV
$401B
$1.05M 0.18%
4,529
+756
COST icon
50
Costco
COST
$410B
$983K 0.16%
1,062
+47
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