RA

Riversedge Advisors Portfolio holdings

AUM $511M
This Quarter Return
+5.68%
1 Year Return
+13.3%
3 Year Return
+43.79%
5 Year Return
+57.49%
10 Year Return
–
AUM
$84.5M
AUM Growth
+$84.5M
Cap. Flow
+$7.71M
Cap. Flow %
9.13%
Top 10 Hldgs %
77.47%
Holding
36
New
1
Increased
24
Reduced
8
Closed
1

Top Buys

1
SCHX icon
Schwab US Large- Cap ETF
SCHX
$1.38M
2
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
$1.32M
3
BND icon
Vanguard Total Bond Market
BND
$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
DVY icon
iShares Select Dividend ETF
DVY
$266K
2
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
$214K
3
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$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 Shares
Change % 		Capital Flow
HYMB icon
26
SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$2.66B
$366K 0.43%
6,208
+118
+2% +$6.96K
SCHG icon
27
Schwab US Large-Cap Growth ETF
SCHG
$47.9B
$366K 0.43%
3,944
-56
-1% -$5.2K
TDOC icon
28
Teladoc Health
TDOC
$1.37B
$338K 0.4%
4,036
– –
IWO icon
29
iShares Russell 2000 Growth ETF
IWO
$12.4B
$314K 0.37%
1,466
-7
-0.5% -$1.5K
AME icon
30
Ametek
AME
$42.7B
$296K 0.35%
2,965
– –
IWN icon
31
iShares Russell 2000 Value ETF
IWN
$11.8B
$296K 0.35%
2,300
+32
+1% +$4.12K
VTEB icon
32
Vanguard Tax-Exempt Bond Index Fund
VTEB
$38B
$280K 0.33%
5,237
-134
-2% -$7.16K
BKLN icon
33
Invesco Senior Loan ETF
BKLN
$6.97B
$244K 0.29%
10,706
+1,725
+19% +$39.3K
EFAV icon
34
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.39B
$215K 0.25%
2,882
-740
-20% -$55.2K
CRMD icon
35
CorMedix
CRMD
$1.11B
$84K 0.1%
+11,520
New +$84K
DVY icon
36
iShares Select Dividend ETF
DVY
$20.8B
– –
-2,775
Closed -$266K
1
2