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
$113M
AUM Growth
+$28.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1 +$12.3M
2 +$11.3M
3 +$11.3M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$8.76M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$3.48M

Top Sells

1 +$5.47M
2 +$4.98M
3 +$4.15M
4
VTV icon
Vanguard Value ETF
VTV
+$4.15M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.91M

Sector Composition

1 Financials 0.35%
2 Healthcare 0.34%
3 Industrials 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$399K 0.35%
18,800
+1,365
27
$344K 0.3%
2,219
-1,817
28
$322K 0.29%
5,955
-2,754
29
$288K 0.26%
+4,600
30
$227K 0.2%
11,085
+379
31
$214K 0.19%
2,965
32
$41K 0.04%
11,520
33
-22,792
34
-34,590
35
-6,397
36
-4,612
37
-7,000
38
-248,526
39
-31,552
40
-48,037
41
-1,466
42
-2,300
43
-11,104
44
-14,270
45
-44,659
46
-30,210
47
-2,882