RA

Riversedge Advisors Portfolio holdings

AUM $618M
1-Year Est. Return 19.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$618M
AUM Growth
+$2.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$63.9M
2
+$12M
3
+$6.87M
4
FESM icon
Fidelity Enhanced Small Cap ETF
FESM
+$6.66M
5
RAAX icon
VanEck Inflation Allocation ETF
RAAX
+$6.29M

Top Sells

1
+$36.4M
2
+$21.5M
3
+$9.44M
4
BND icon
Vanguard Total Bond Market
BND
+$8.55M
5
VWO icon
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
CVX icon
51
Chevron
CVX
$375B
$1.1M 0.18%
5,335
+1,136
XOM icon
52
Exxon Mobil
XOM
$632B
$1.09M 0.18%
6,419
+1,412
FLHY icon
53
Franklin High Yield Corporate ETF
FLHY
$881M
$1.07M 0.17%
+44,345
MCO icon
54
Moody's
MCO
$79.8B
$1.03M 0.17%
2,367
+326
BMY icon
55
Bristol-Myers Squibb
BMY
$120B
$1.03M 0.17%
16,987
+1,381
VTI icon
56
Vanguard Total Stock Market ETF
VTI
$605B
$1.02M 0.16%
3,164
-139
ABBV icon
57
AbbVie
ABBV
$370B
$1M 0.16%
4,601
-128
JPM icon
58
JPMorgan Chase
JPM
$831B
$982K 0.16%
3,337
-446
VIOG icon
59
Vanguard S&P Small-Cap 600 Growth ETF
VIOG
$911M
$971K 0.16%
7,803
+1,414
XLF icon
60
State Street Financial Select Sector SPDR ETF
XLF
$51.3B
$859K 0.14%
17,398
WMT icon
61
Walmart Inc
WMT
$995B
$857K 0.14%
6,899
+616
HYMB icon
62
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$2.88B
$845K 0.14%
34,077
-3,987
MRK icon
63
Merck
MRK
$285B
$785K 0.13%
6,525
+313
MU icon
64
Micron Technology
MU
$516B
$778K 0.13%
2,303
+28
VOO icon
65
Vanguard S&P 500 ETF
VOO
$882B
$770K 0.12%
1,288
-265
LLY icon
66
Eli Lilly
LLY
$808B
$757K 0.12%
823
+75
VXUS icon
67
Vanguard Total International Stock ETF
VXUS
$143B
$757K 0.12%
9,816
ASML icon
68
ASML
ASML
$544B
$746K 0.12%
565
+41
MCD icon
69
McDonald's
MCD
$218B
$712K 0.12%
2,290
+129
LGLV icon
70
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
$1.14B
$692K 0.11%
3,887
-37
V icon
71
Visa
V
$606B
$658K 0.11%
2,178
+486
C icon
72
Citigroup
C
$222B
$656K 0.11%
5,781
-59
DVN icon
73
Devon Energy
DVN
$28.4B
$602K 0.1%
11,972
+286
HSBC icon
74
HSBC
HSBC
$310B
$596K 0.1%
7,226
+154
LRCX icon
75
Lam Research
LRCX
$326B
$588K 0.1%
2,752
+268
1 2
3
4 5