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
$406M
AUM Growth
+$40.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$8.66M
2
+$6.79M
3
+$2.21M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.18M
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$1.81M

Top Sells

1
+$2.46M
2
+$702K
3
+$584K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$497K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$449K

Sector Composition

1 Technology 5.62%
2 Healthcare 0.76%
3 Financials 0.69%
4 Communication Services 0.63%
5 Consumer Discretionary 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.8M 0.69%
6,649
+526
27
$2.46M 0.61%
22,880
-1,204
28
$2.3M 0.57%
12,007
+1,033
29
$2.13M 0.52%
23,560
+1,080
30
$1.81M 0.45%
71,640
+372
31
$1.57M 0.39%
2,993
-21
32
$1.27M 0.31%
15,087
+41
33
$1.2M 0.3%
7,943
+236
34
$1.13M 0.28%
2,164
-55
35
$1.11M 0.27%
7,101
-493
36
$1.07M 0.26%
5,908
+645
37
$931K 0.23%
3,437
+4
38
$791K 0.19%
1,880
+298
39
$760K 0.19%
1,934
+22
40
$738K 0.18%
4,848
+207
41
$733K 0.18%
17,398
42
$707K 0.17%
4,471
+528
43
$659K 0.16%
15,266
-72
44
$633K 0.16%
3,479
+106
45
$619K 0.15%
845
+44
46
$618K 0.15%
13,029
-111
47
$604K 0.15%
1,243
+145
48
$580K 0.14%
3,678
+129
49
$564K 0.14%
2,000
+63
50
$558K 0.14%
1,854
-82
1
2
3 4