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
$234M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
50
New
Increased
Reduced
Closed

Top Buys

1
+$4.47M
2
+$2.52M
3
+$1.38M
4
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.16M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1.06M

Top Sells

1
+$2.39M
2
+$805K
3
+$781K
4
DOCU icon
DocuSign
DOCU
+$656K
5
BAC icon
Bank of America
BAC
+$418K

Sector Composition

1 Technology 0.71%
2 Healthcare 0.7%
3 Financials 0.4%
4 Consumer Discretionary 0.23%
5 Communication Services 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.01M 0.43%
14,637
+1,778
27
$816K 0.35%
6,681
-830
28
$631K 0.27%
6,899
+218
29
$571K 0.24%
1,912
30
$560K 0.24%
25,295
+2,834
31
$555K 0.24%
3,375
32
$531K 0.23%
2,253
-130
33
$372K 0.16%
9,605
-10,802
34
$368K 0.16%
5,832
-524
35
$323K 0.14%
3,167
+457
36
$311K 0.13%
2,346
37
$300K 0.13%
2,500
38
$298K 0.13%
1,330
39
$271K 0.12%
2,500
40
$238K 0.1%
1,810
+2
41
$235K 0.1%
1,520
-200
42
$225K 0.1%
763
-124
43
$221K 0.09%
1,800
44
$212K 0.09%
825
+1
45
$205K 0.09%
7,651
-224
46
$142K 0.06%
14,259
47
– –
-2,951
48
– –
-6,072
49
– –
-16,720
50
– –
-3,906
1
2