RA
Riversedge Advisors Portfolio holdings
AUM
$511M
This Quarter Return
+2.5%
1 Year Return
+13.3%
3 Year Return
+43.79%
5 Year Return
+57.49%
10 Year Return
–
AUM
$71.2M
AUM Growth
–
Cap. Flow
+$71.2M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
75.99%
Holding
35
New
35
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$11.2M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$10.8M |
| 3 |
Vanguard Total Bond Market
BND
|
$7.16M |
| 4 |
iShares National Muni Bond ETF
MUB
|
$5.12M |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$2.66B
| $363K | 0.51% |
+6,090
| New | +$363K |
|
27
Schwab US Large-Cap Growth ETF
SCHG
$47.9B
| $330K | 0.46% |
+4,000
| New | +$330K |
|
28
Vanguard Tax-Exempt Bond Index Fund
VTEB
$38B
| $290K | 0.41% |
+5,371
| New | +$290K |
|
29
iShares Russell 2000 Growth ETF
IWO
$12.4B
| $280K | 0.39% |
+1,473
| New | +$280K |
|
30
iShares Select Dividend ETF
DVY
$20.8B
| $266K | 0.37% |
+2,775
| New | +$266K |
|
31
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.39B
| $259K | 0.36% |
+3,622
| New | +$259K |
|
32
iShares Russell 2000 Value ETF
IWN
$11.8B
| $251K | 0.35% |
+2,268
| New | +$251K |
|
33
Ametek
AME
$42.7B
| $248K | 0.35% |
+2,965
| New | +$248K |
|
34
Teladoc Health
TDOC
$1.37B
| $223K | 0.31% |
+4,036
| New | +$223K |
|
35
Invesco Senior Loan ETF
BKLN
$6.97B
| $203K | 0.29% |
+8,981
| New | +$203K |
|