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
$307M
AUM Growth
-$7.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$2.58M
2
+$2.35M
3
+$1.43M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.29M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.18M

Top Sells

1
+$1.57M
2
+$1.53M
3
+$683K
4
EBND icon
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
+$477K
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$403K

Sector Composition

1 Technology 1.09%
2 Financials 0.88%
3 Healthcare 0.69%
4 Communication Services 0.45%
5 Consumer Discretionary 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.22M 0.72%
15,450
+2,991
27
$1.72M 0.56%
9,780
+2,673
28
$1.56M 0.51%
6,277
+1,465
29
$1.48M 0.48%
53,278
+25,385
30
$1.38M 0.45%
17,832
-3,549
31
$1.31M 0.43%
18,757
-2,031
32
$1.26M 0.41%
43,800
+4,064
33
$1.22M 0.4%
6,974
-30
34
$1.11M 0.36%
25,962
-6,182
35
$1.07M 0.35%
47,156
-20,996
36
$1.05M 0.34%
3,401
+38
37
$861K 0.28%
20,894
+512
38
$820K 0.27%
7,840
+2,435
39
$677K 0.22%
13,474
+1,034
40
$672K 0.22%
30,890
-4,762
41
$645K 0.21%
1,912
42
$639K 0.21%
3,607
-57
43
$626K 0.2%
3,840
+300
44
$609K 0.2%
4,380
+160
45
$547K 0.18%
5,986
-643
46
$538K 0.18%
3,943
+65
47
$509K 0.17%
18,640
+630
48
$441K 0.14%
3,160
49
$441K 0.14%
6,039
50
$405K 0.13%
2,500
-58
1
2
3