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
$410M
AUM Growth
+$4.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$14.5M
3
+$3.46M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.08M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.1M

Top Sells

1
+$26.7M
2
+$3.95M
3
+$3.78M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.71M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$681K

Sector Composition

1 Technology 6.84%
2 Communication Services 0.77%
3 Healthcare 0.73%
4 Financials 0.72%
5 Consumer Discretionary 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.3M 0.8%
129,600
-5,996
27
$3.12M 0.76%
60,489
-404
28
$3.11M 0.76%
6,968
+319
29
$2.93M 0.71%
23,705
+145
30
$2.29M 0.56%
21,457
-1,423
31
$2.26M 0.55%
12,359
+352
32
$1.77M 0.43%
71,565
-75
33
$1.62M 0.39%
2,956
-37
34
$1.54M 0.37%
8,438
+495
35
$1.25M 0.3%
2,168
+4
36
$1.19M 0.29%
6,170
+262
37
$1.18M 0.29%
12,715
-2,372
38
$1.01M 0.25%
6,594
-507
39
$975K 0.24%
5,318
+470
40
$888K 0.22%
3,382
-55
41
$825K 0.2%
2,028
+148
42
$811K 0.2%
1,926
-8
43
$729K 0.18%
858
+13
44
$715K 0.17%
17,398
45
$674K 0.16%
2,519
+594
46
$649K 0.16%
1,287
+44
47
$635K 0.15%
4,346
-125
48
$595K 0.15%
3,470
-9
49
$581K 0.14%
3,712
+34
50
$570K 0.14%
13,558
-1,708
1
2
3 4