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
$216M
AUM Growth
+$26.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
50
New
Increased
Reduced
Closed

Top Buys

1
+$4.35M
2
+$1.49M
3
+$1.1M
4
QCOM icon
Qualcomm
QCOM
+$357K
5
SHM icon
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$274K

Top Sells

1
+$4.07M
2
+$254K
3
+$34.3K
4
ELD icon
WisdomTree Emerging Markets Local Debt Fund
ELD
+$29.6K
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$26.1K

Sector Composition

1 Technology 1.28%
2 Healthcare 1.09%
3 Financials 0.54%
4 Consumer Discretionary 0.26%
5 Communication Services 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$873K 0.4%
12,859
+1,161
27
$781K 0.36%
3,906
+114
28
$656K 0.3%
2,951
+47
29
$619K 0.29%
20,407
+1,118
30
$611K 0.28%
6,681
+1,288
31
$555K 0.26%
1,912
32
$531K 0.25%
3,375
33
$530K 0.25%
2,383
-8
34
$500K 0.23%
22,461
+1,277
35
$394K 0.18%
6,356
+436
36
$357K 0.17%
+2,346
37
$285K 0.13%
1,330
38
$280K 0.13%
1,720
39
$277K 0.13%
2,710
+237
40
$274K 0.13%
2,500
41
$268K 0.12%
2,500
42
$242K 0.11%
887
43
$227K 0.11%
7,875
-1,191
44
$218K 0.1%
16,720
45
$215K 0.1%
+1,808
46
$211K 0.1%
6,072
-851
47
$209K 0.1%
+1,800
48
$209K 0.1%
+824
49
$106K 0.05%
14,259
50
– –
-39,016
1
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