RA
Riversedge Advisors Portfolio holdings
AUM
$511M
This Quarter Return
+11.84%
1 Year Return
+13.3%
3 Year Return
+43.79%
5 Year Return
+57.49%
10 Year Return
–
AUM
$216M
AUM Growth
+$216M
(+14%)
Cap. Flow
+$5.78M
Cap. Flow
% of AUM
2.68%
Top 10 Holdings %
Top 10 Hldgs %
77.6%
Holding
50
New
5
Increased
29
Reduced
6
Closed
1
Top Buys
| 1 |
Xtrackers USD High Yield Corporate Bond ETF
HYLB
|
$4.35M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1.49M |
| 3 |
Schwab US Large- Cap ETF
SCHX
|
$1.1M |
| 4 |
Qualcomm
QCOM
|
$357K |
| 5 |
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
|
$274K |
Top Sells
Sector Composition
| 1 | Technology | 1.28% |
| 2 | Healthcare | 1.09% |
| 3 | Financials | 0.54% |
| 4 | Consumer Discretionary | 0.26% |
| 5 | Communication Services | 0.11% |
