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
$277M
AUM Growth
+$7.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$5.54M
2
+$4.42M
3
+$3.81M
4
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$3.17M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.1M

Top Sells

1
+$2.27M
2
+$2.12M
3
+$1.59M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.44M
5
HYMB icon
SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$878K

Sector Composition

1 Technology 2.54%
2 Healthcare 0.62%
3 Financials 0.39%
4 Consumer Discretionary 0.37%
5 Communication Services 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.46M 0.89%
49,253
+18,363
27
$2.46M 0.89%
101,838
+354
28
$2.21M 0.8%
24,933
+1,330
29
$1.88M 0.68%
32,435
-14,658
30
$1.54M 0.56%
+18,723
31
$1.44M 0.52%
21,798
+3,872
32
$1.38M 0.5%
61,675
+14,625
33
$1.19M 0.43%
25,806
-12,645
34
$1.13M 0.41%
4,850
+535
35
$1.12M 0.4%
7,790
+1,508
36
$1.1M 0.4%
8,892
-3,005
37
$957K 0.35%
37,032
+1,378
38
$758K 0.27%
39,957
-1,715
39
$757K 0.27%
15,097
+1,071
40
$727K 0.26%
+2,027
41
$724K 0.26%
12,592
-254
42
$642K 0.23%
3,290
-1,863
43
$610K 0.22%
30,224
-5,297
44
$603K 0.22%
2,920
45
$591K 0.21%
+7,225
46
$569K 0.21%
3,486
+111
47
$566K 0.2%
17,620
-7,044
48
$505K 0.18%
5,510
-104
49
$482K 0.17%
4,693
+7
50
$473K 0.17%
+14,081
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