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
$171M
AUM Growth
+$58.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$8.09M
3
+$4.72M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$3.45M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$2.33M

Top Sells

1
+$843K
2
+$288K
3
+$214K
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$73.2K
5
BAC icon
Bank of America
BAC
+$50K

Sector Composition

1 Healthcare 1.2%
2 Technology 0.95%
3 Financials 0.55%
4 Consumer Discretionary 0.28%
5 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$661K 0.39%
+7,248
27
$570K 0.33%
9,401
+3,446
28
$549K 0.32%
+2,000
29
$487K 0.28%
5,321
-9,216
30
$480K 0.28%
+2,360
31
$478K 0.28%
+2,775
32
$475K 0.28%
+3,375
33
$399K 0.23%
18,692
+7,607
34
$397K 0.23%
16,697
-2,103
35
$348K 0.2%
+5,916
36
$245K 0.14%
+2,500
37
$245K 0.14%
+1,330
38
$243K 0.14%
+9,066
39
$237K 0.14%
+1,720
40
$229K 0.13%
+2,500
41
$221K 0.13%
+6,923
42
$206K 0.12%
+2,025
43
$90K 0.05%
14,259
+2,739
44
– –
-4,600
45
– –
-2,965
1
2