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
$71.2M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$10.8M
3
+$7.16M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$5.12M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$4.16M

Top Sells

No sells this quarter

Sector Composition

1 Financials 0.64%
2 Industrials 0.35%
3 Healthcare 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$363K 0.51%
+12,180
27
$330K 0.46%
+32,000
28
$290K 0.41%
+5,371
29
$280K 0.39%
+1,473
30
$266K 0.37%
+2,775
31
$259K 0.36%
+3,622
32
$251K 0.35%
+2,268
33
$248K 0.35%
+2,965
34
$223K 0.31%
+4,036
35
$203K 0.29%
+8,981
1
2