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
$365M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$22.5M
2
+$12.1M
3
+$2.86M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.02M
5
JMUB icon
JPMorgan Municipal ETF
JMUB
+$1.35M

Top Sells

1
+$15.5M
2
+$11.7M
3
+$9.07M
4
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$6.27M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1.69M

Sector Composition

1 Technology 3.43%
2 Healthcare 0.75%
3 Financials 0.71%
4 Consumer Discretionary 0.59%
5 Communication Services 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.3M 0.63%
6,123
+1,533
27
$1.98M 0.54%
10,974
-1,567
28
$1.67M 0.46%
71,268
-5,763
29
$1.44M 0.39%
3,014
+27
30
$1.35M 0.37%
+26,449
31
$1.13M 0.31%
15,046
-672
32
$1.11M 0.31%
22,480
+3,180
33
$1.1M 0.3%
7,594
+32
34
$1.08M 0.29%
7,707
-901
35
$1.07M 0.29%
2,219
-204
36
$866K 0.24%
3,433
+15
37
$800K 0.22%
5,263
-1,058
38
$747K 0.2%
1,912
-62
39
$654K 0.18%
17,398
40
$654K 0.18%
4,641
-781
41
$639K 0.18%
15,338
-1,241
42
$628K 0.17%
13,140
-5,647
43
$618K 0.17%
3,943
+396
44
$574K 0.16%
1,937
+306
45
$564K 0.15%
1,582
-134
46
$529K 0.15%
3,549
-662
47
$529K 0.14%
801
+1
48
$523K 0.14%
3,373
-326
49
$509K 0.14%
1,936
-417
50
$502K 0.14%
4,562
+715
1
2
3 4