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
$269M
AUM Growth
-$38.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$2.84M
3
+$1.87M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.51M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.44M

Top Sells

1
+$3.49M
2
+$1.83M
3
+$1.44M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1.26M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$954K

Sector Composition

1 Technology 1.01%
2 Healthcare 0.66%
3 Financials 0.6%
4 Communication Services 0.41%
5 Consumer Discretionary 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.66M 0.62%
30,890
-8,451
27
$1.56M 0.58%
11,897
-3,553
28
$1.26M 0.47%
17,926
+94
29
$1.19M 0.44%
47,050
-6,228
30
$1.11M 0.41%
4,315
+914
31
$1.02M 0.38%
7,478
+504
32
$1.01M 0.38%
5,153
-1,124
33
$968K 0.36%
35,654
-8,146
34
$941K 0.35%
6,282
-3,498
35
$905K 0.34%
24,664
-1,298
36
$852K 0.32%
41,672
-5,484
37
$787K 0.29%
12,846
-5,911
38
$720K 0.27%
35,521
+4,631
39
$703K 0.26%
14,026
+552
40
$656K 0.24%
21,080
+186
41
$602K 0.22%
+2,920
42
$599K 0.22%
3,375
-232
43
$522K 0.19%
+795
44
$520K 0.19%
1,912
45
$514K 0.19%
4,720
+340
46
$514K 0.19%
5,614
-372
47
$490K 0.18%
4,686
-3,154
48
$465K 0.17%
6,040
+1
49
$433K 0.16%
3,843
-100
50
$428K 0.16%
+16,706
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