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RA
Riversedge Advisors Portfolio holdings
AUM
$618M
1-Year Est. Return
19.59%
This Fund
S&P 500
This Quarter
Est. Return
-0.62%
1 Year Est. Return
+19.59%
3 Year Est. Return
+47.27%
5 Year Est. Return
+40.51%
10 Year Est. Return
–
AUM
$618M
AUM Growth
+$2.7M
(+0.44%)
Cap. Flow
+$14.6M
Cap. Flow
% of AUM
2.36%
Top 10 Holdings %
Top 10 Hldgs %
57.93%
Holding
251
New
37
Increased
100
Reduced
68
Closed
35
Top Buys
| 1 |
Vanguard Value ETF
VTV
|
+$63.9M |
| 2 |
JPMorgan Active Bond ETF
JBND
|
+$12M |
| 3 |
Avantis Emerging Markets Equity ETF
AVEM
|
+$6.87M |
| 4 |
Fidelity Enhanced Small Cap Core ETF
FESM
|
+$6.66M |
| 5 |
VanEck Inflation Allocation ETF
RAAX
|
+$6.29M |
Top Sells
| 1 |
Vanguard Large-Cap ETF
VV
|
+$36.4M |
| 2 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$21.5M |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
+$9.44M |
| 4 |
Vanguard Total Bond Market
BND
|
+$8.55M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$6.28M |
Sector Composition
| 1 | Technology | 7.81% |
| 2 | Financials | 2.1% |
| 3 | Consumer Discretionary | 1.74% |
| 4 | Healthcare | 1.67% |
| 5 | Communication Services | 1.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Chevron
CVX
$362B
| $1.1M | 0.18% |
5,335
+1,136
| +27% | +$207K |
|
52
ExxonMobil
XOM
$599B
| $1.09M | 0.18% |
6,419
+1,412
| +28% | +$206K |
|
53
Franklin High Yield Corporate ETF
FLHY
$1.2B
| $1.07M | 0.17% |
+44,345
| New | +$1.08M |
|
54
Moody's
MCO
$88.1B
| $1.03M | 0.17% |
2,367
+326
| +16% | +$154K |
|
55
Bristol-Myers Squibb
BMY
$120B
| $1.03M | 0.17% |
16,987
+1,381
| +9% | +$80.5K |
|
56
Vanguard Total Stock Market ETF
VTI
$668B
| $1.02M | 0.16% |
3,164
-139
| -4% | -$46.6K |
|
57
AbbVie
ABBV
$431B
| $1M | 0.16% |
4,601
-128
| -3% | -$28.4K |
|
58
JPMorgan Chase
JPM
$922B
| $982K | 0.16% |
3,337
-446
| -12% | -$135K |
|
59
Vanguard S&P Small-Cap 600 Growth ETF
VIOG
$1.06B
| $971K | 0.16% |
7,803
+1,414
| +22% | +$180K |
|
60
State Street Financial Select Sector SPDR ETF
XLF
$55.1B
| $859K | 0.14% |
17,398
| – | – |
|
61
Walmart Inc
WMT
$896B
| $857K | 0.14% |
6,899
+616
| +10% | +$75.6K |
|
62
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$3.09B
| $845K | 0.14% |
34,077
-3,987
| -10% | -$100K |
|
63
Merck
MRK
$305B
| $785K | 0.13% |
6,525
+313
| +5% | +$36.1K |
|
64
Micron Technology
MU
$1.02T
| $778K | 0.13% |
2,303
+28
| +1% | +$11K |
|
65
Vanguard S&P 500 ETF
VOO
$989B
| $770K | 0.12% |
1,288
-265
| -17% | -$166K |
|
66
Eli Lilly
LLY
$1.03T
| $757K | 0.12% |
823
+75
| +10% | +$76K |
|
67
Vanguard Total International Stock ETF
VXUS
$156B
| $757K | 0.12% |
9,816
| – | – |
|
68
ASML
ASML
$697B
| $746K | 0.12% |
565
+41
| +8% | +$56.2K |
|
69
McDonald's
MCD
$188B
| $712K | 0.12% |
2,290
+129
| +6% | +$41.1K |
|
70
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
$1.16B
| $692K | 0.11% |
3,887
-37
| -0.9% | -$6.75K |
|
71
Visa
V
$675B
| $658K | 0.11% |
2,178
+486
| +29% | +$156K |
|
72
Citigroup
C
$226B
| $656K | 0.11% |
5,781
-59
| -1% | -$6.72K |
|
73
Devon Energy
DVN
$49.5B
| $602K | 0.1% |
11,972
+286
| +2% | +$12.3K |
|
74
HSBC
HSBC
$345B
| $596K | 0.1% |
7,226
+154
| +2% | +$13K |
|
75
Lam Research
LRCX
$419B
| $588K | 0.1% |
2,752
+268
| +11% | +$59.9K |
|
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