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
$292M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$6.45M
2
+$2.81M
3
+$2.23M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.45M
5
HYMB icon
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$1.27M

Top Sells

1
+$2.81M
2
+$729K
3
+$671K
4
VIOV icon
Vanguard S&P Small-Cap 600 Value ETF
VIOV
+$574K
5
VTWG icon
Vanguard Russell 2000 Growth ETF
VTWG
+$560K

Sector Composition

1 Technology 0.95%
2 Financials 0.94%
3 Healthcare 0.62%
4 Consumer Discretionary 0.33%
5 Communication Services 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.51M 0.52%
59,767
-3,780
27
$1.19M 0.41%
26,897
+461
28
$1.16M 0.4%
8,222
+328
29
$1.15M 0.39%
+40,775
30
$1.06M 0.36%
+3,779
31
$1.03M 0.35%
+6,068
32
$886K 0.3%
+14,343
33
$867K 0.3%
20,414
+2,880
34
$715K 0.25%
2,537
-1
35
$680K 0.23%
7,431
-89
36
$679K 0.23%
1,912
37
$646K 0.22%
29,195
+2,580
38
$629K 0.22%
+12,408
39
$556K 0.19%
3,400
+690
40
$545K 0.19%
3,375
41
$458K 0.16%
+15,026
42
$457K 0.16%
2,780
+660
43
$388K 0.13%
1,142
+140
44
$371K 0.13%
17,920
+1,600
45
$357K 0.12%
6,039
+207
46
$354K 0.12%
+13,275
47
$342K 0.12%
2,560
+240
48
$327K 0.11%
+10,455
49
$320K 0.11%
+1,440
50
$312K 0.11%
1,294
-36
1
2
3