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
$343M
AUM Growth
+$34.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$5.75M
2
+$4.44M
3
+$2.88M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.5M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.32M

Top Sells

1
+$3.26M
2
+$3.15M
3
+$2.42M
4
EBND icon
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
+$1.06M
5
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$886K

Sector Composition

1 Technology 2.37%
2 Healthcare 0.52%
3 Financials 0.46%
4 Energy 0.32%
5 Communication Services 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.61M 1.05%
101,656
+81,026
27
$3.45M 1.01%
66,723
+27,995
28
$2.61M 0.76%
54,595
-3,026
29
$2.61M 0.76%
16,423
+2,131
30
$2.19M 0.64%
89,744
-2,208
31
$1.74M 0.51%
18,572
+108
32
$1.56M 0.45%
16,095
-5,939
33
$1.2M 0.35%
8,785
-137
34
$1.15M 0.33%
3,986
+533
35
$1.14M 0.33%
15,617
-517
36
$1.12M 0.32%
17,463
+3,898
37
$1.04M 0.3%
+21,417
38
$1.02M 0.3%
21,356
-2,939
39
$933K 0.27%
2,421
+5
40
$774K 0.23%
3,413
-37
41
$660K 0.19%
16,605
-529
42
$658K 0.19%
13,082
-296
43
$641K 0.19%
6,180
+2,500
44
$601K 0.17%
28,877
+588
45
$585K 0.17%
1,912
46
$570K 0.17%
+3,493
47
$564K 0.16%
23,005
-386
48
$554K 0.16%
17,240
+86
49
$530K 0.15%
3,418
+4
50
$506K 0.15%
4,836
-205
1
2
3 4