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
$189M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$1.24M
3
+$725K
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$615K
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$472K

Top Sells

1
+$36.5K
2
+$33.5K
3
+$25.5K
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$10K

Sector Composition

1 Healthcare 1.2%
2 Technology 1.18%
3 Financials 0.54%
4 Consumer Discretionary 0.3%
5 Communication Services 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$831K 0.44%
3,792
+322
27
$746K 0.39%
11,698
+2,297
28
$625K 0.33%
2,904
+129
29
$554K 0.29%
1,912
-88
30
$503K 0.27%
2,391
+31
31
$502K 0.27%
3,375
32
$494K 0.26%
5,393
+72
33
$465K 0.25%
19,289
+2,592
34
$461K 0.24%
21,184
+2,492
35
$357K 0.19%
5,920
+4
36
$292K 0.15%
1,330
37
$272K 0.14%
2,500
38
$271K 0.14%
1,720
39
$252K 0.13%
2,473
+448
40
$246K 0.13%
9,066
41
$232K 0.12%
+887
42
$226K 0.12%
+16,720
43
$220K 0.12%
6,923
44
$219K 0.12%
2,500
45
$86K 0.05%
14,259
1
2