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
$84.5M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$1.32M
3
+$1.01M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$547K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$436K

Top Sells

1
+$266K
2
+$214K
3
+$88.6K
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$55.2K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$13.8K

Sector Composition

1 Financials 0.73%
2 Healthcare 0.5%
3 Industrials 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$366K 0.43%
12,416
+236
27
$366K 0.43%
31,552
-448
28
$338K 0.4%
4,036
29
$314K 0.37%
1,466
-7
30
$296K 0.35%
2,965
31
$296K 0.35%
2,300
+32
32
$280K 0.33%
5,237
-134
33
$244K 0.29%
10,706
+1,725
34
$215K 0.25%
2,882
-740
35
$84K 0.1%
+11,520
36
– –
-2,775
1
2