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
$441M
AUM Growth
+$30.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$5.85M
3
+$3.16M
4
OSEA icon
Harbor International Compounders ETF
OSEA
+$3.13M
5
JMUB icon
JPMorgan Municipal ETF
JMUB
+$2.6M

Top Sells

1
+$9.97M
2
+$7.65M
3
+$3.92M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.33M
5
QCOM icon
Qualcomm
QCOM
+$284K

Sector Composition

1 Technology 6.89%
2 Healthcare 0.81%
3 Financials 0.79%
4 Communication Services 0.74%
5 Consumer Discretionary 0.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.33M 0.75%
62,667
+2,178
27
$2.95M 0.67%
6,850
-118
28
$2.86M 0.65%
23,579
-126
29
$2.57M 0.58%
12,792
+433
30
$2.37M 0.54%
21,797
+340
31
$1.94M 0.44%
72,378
+813
32
$1.71M 0.39%
2,961
+5
33
$1.4M 0.32%
8,418
-20
34
$1.23M 0.28%
2,098
-70
35
$1.22M 0.28%
12,725
+10
36
$1.12M 0.25%
6,014
-156
37
$1.11M 0.25%
6,563
-31
38
$962K 0.22%
3,388
+6
39
$941K 0.21%
2,045
+17
40
$918K 0.21%
1,934
+8
41
$891K 0.2%
5,327
+9
42
$788K 0.18%
17,398
43
$780K 0.18%
1,362
+75
44
$771K 0.17%
870
+12
45
$722K 0.16%
4,452
+106
46
$715K 0.16%
2,524
+5
47
$708K 0.16%
19,036
+8,668
48
$702K 0.16%
3,555
+85
49
$596K 0.14%
13,117
-441
50
$593K 0.13%
12,326
+967
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2
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