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
$309M
AUM Growth
+$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$5.74M
2
+$5.22M
3
+$2.29M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.25M
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$2.21M

Top Sells

1
+$3.02M
2
+$2.46M
3
+$1.12M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.1M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$906K

Sector Composition

1 Technology 1.92%
2 Healthcare 0.63%
3 Financials 0.32%
4 Communication Services 0.21%
5 Consumer Discretionary 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.87M 0.93%
14,296
+11,006
27
$2.69M 0.87%
57,621
-1,694
28
$2.27M 0.74%
14,292
+6,502
29
$2.22M 0.72%
91,952
-9,886
30
$2.09M 0.68%
22,034
-2,899
31
$1.96M 0.63%
38,728
-10,525
32
$1.69M 0.55%
18,464
-259
33
$1.21M 0.39%
8,922
+30
34
$1.16M 0.38%
16,134
-5,664
35
$1.14M 0.37%
24,295
-1,511
36
$1.06M 0.34%
51,569
+11,612
37
$886K 0.29%
14,537
+1,945
38
$828K 0.27%
3,453
-1,397
39
$794K 0.26%
13,565
-18,870
40
$790K 0.26%
35,817
-1,215
41
$772K 0.25%
2,416
+1,445
42
$740K 0.24%
3,450
+530
43
$712K 0.23%
20,630
+6,549
44
$671K 0.22%
13,378
-1,719
45
$633K 0.21%
17,134
-486
46
$603K 0.2%
3,414
-72
47
$587K 0.19%
+17,154
48
$581K 0.19%
28,289
-1,935
49
$554K 0.18%
23,391
-38,284
50
$533K 0.17%
1,912
1
2
3 4