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
$511M
AUM Growth
+$62.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$30.2M
2
+$6.59M
3
+$4.32M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.16M
5
VTV icon
Vanguard Value ETF
VTV
+$2.83M

Top Sells

1
+$14M
2
+$4.78M
3
+$3.41M
4
SFLO icon
VictoryShares Small Cap Free Cash Flow ETF
SFLO
+$2.71M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$2.4M

Sector Composition

1 Technology 6.62%
2 Financials 1.64%
3 Consumer Discretionary 1.06%
4 Communication Services 1.06%
5 Healthcare 0.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PLTR icon
26
Palantir
PLTR
$423B
$2.98M 0.58%
21,870
+1,315
IBIT icon
27
iShares Bitcoin Trust
IBIT
$81.5B
$2.8M 0.55%
45,769
-16,752
USHY icon
28
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.5B
$2.79M 0.55%
74,352
+23,840
SCHV icon
29
Schwab US Large-Cap Value ETF
SCHV
$14B
$2.25M 0.44%
81,306
+2,769
IVV icon
30
iShares Core S&P 500 ETF
IVV
$660B
$2.16M 0.42%
3,485
+291
AMZN icon
31
Amazon
AMZN
$2.29T
$2.09M 0.41%
9,529
+2,745
VBR icon
32
Vanguard Small-Cap Value ETF
VBR
$31B
$1.99M 0.39%
10,196
-2,508
GOOGL icon
33
Alphabet (Google) Class A
GOOGL
$3.04T
$1.76M 0.35%
10,012
+1,120
MUB icon
34
iShares National Muni Bond ETF
MUB
$40.3B
$1.72M 0.34%
16,488
-1,527
META icon
35
Meta Platforms (Facebook)
META
$1.79T
$1.47M 0.29%
1,997
+337
IVW icon
36
iShares S&P 500 Growth ETF
IVW
$65.8B
$1.45M 0.28%
13,174
+420
VGT icon
37
Vanguard Information Technology ETF
VGT
$109B
$1.37M 0.27%
2,068
-45
HYD icon
38
VanEck High Yield Muni ETF
HYD
$3.51B
$1.34M 0.26%
26,657
-8,281
GOOG icon
39
Alphabet (Google) Class C
GOOG
$3.05T
$1.23M 0.24%
6,924
+1,053
BRK.B icon
40
Berkshire Hathaway Class B
BRK.B
$1.05T
$1.12M 0.22%
2,310
-47
AVGO icon
41
Broadcom
AVGO
$1.67T
$1.11M 0.22%
4,029
+867
HYMB icon
42
SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$2.75B
$1.05M 0.21%
42,366
-56,664
IWO icon
43
iShares Russell 2000 Growth ETF
IWO
$13.1B
$1.03M 0.2%
3,617
+108
MCO icon
44
Moody's
MCO
$84B
$1.01M 0.2%
2,016
+37
COST icon
45
Costco
COST
$410B
$1M 0.2%
1,015
+9
TSM icon
46
TSMC
TSM
$1.56T
$964K 0.19%
4,257
+1,149
JPM icon
47
JPMorgan Chase
JPM
$813B
$913K 0.18%
3,150
+239
XLF icon
48
Financial Select Sector SPDR Fund
XLF
$53.7B
$911K 0.18%
17,398
LGLV icon
49
SPDR SSGA US Large Cap Low Volatility Index ETF
LGLV
$1.08B
$862K 0.17%
4,936
-1,073
TSLA icon
50
Tesla
TSLA
$1.43T
$827K 0.16%
2,602
+1,450
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