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
$315M
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$3.3M
2
+$1.67M
3
+$1.63M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$1.62M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.61M

Top Sells

1
+$2.38M
2
+$1.33M
3
+$886K
4
SHM icon
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$516K
5
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
+$354K

Sector Composition

1 Technology 1.13%
2 Financials 0.93%
3 Healthcare 0.65%
4 Communication Services 0.48%
5 Consumer Discretionary 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.67M 0.53%
+26,810
27
$1.67M 0.53%
68,152
+8,385
28
$1.61M 0.51%
20,788
-3,535
29
$1.45M 0.46%
32,144
+5,247
30
$1.36M 0.43%
4,812
+1,033
31
$1.27M 0.4%
7,107
+1,039
32
$1.24M 0.39%
7,004
-1,218
33
$1.13M 0.36%
3,363
+826
34
$914K 0.29%
39,736
-1,039
35
$907K 0.29%
20,382
-32
36
$826K 0.26%
27,893
+12,867
37
$800K 0.25%
2,492
+1,641
38
$788K 0.25%
35,652
+6,457
39
$747K 0.24%
1,912
40
$628K 0.2%
12,440
+32
41
$627K 0.2%
3,664
+289
42
$614K 0.19%
3,878
+478
43
$611K 0.19%
4,220
+1,660
44
$606K 0.19%
6,629
-802
45
$590K 0.19%
3,540
+760
46
$580K 0.18%
+5,405
47
$530K 0.17%
18,010
+90
48
$457K 0.14%
3,160
+1,540
49
$438K 0.14%
2,396
+50
50
$432K 0.14%
1,284
+142
1
2
3