RA

Riversedge Advisors Portfolio holdings

AUM $615M
1-Year Est. Return 19.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$615M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$5.38M
3
+$4.99M
4
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$3.45M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.08M

Top Sells

1
+$11.9M
2
+$4.39M
3
+$3.72M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.23M
5
ETH
Grayscale Ethereum Staking Mini ETF Shares
ETH
+$1.42M

Sector Composition

1 Technology 8.83%
2 Financials 2.48%
3 Consumer Discretionary 1.79%
4 Communication Services 1.59%
5 Healthcare 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HYMB icon
51
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$3.03B
$949K 0.15%
38,064
-951
BMY icon
52
Bristol-Myers Squibb
BMY
$127B
$842K 0.14%
15,606
+7,435
LLY icon
53
Eli Lilly
LLY
$970B
$804K 0.13%
748
+276
COST icon
54
Costco
COST
$447B
$782K 0.13%
907
-155
VIOG icon
55
Vanguard S&P Small-Cap 600 Growth ETF
VIOG
$895M
$775K 0.13%
6,389
-211
COF icon
56
Capital One
COF
$122B
$753K 0.12%
3,105
+509
VXUS icon
57
Vanguard Total International Stock ETF
VXUS
$138B
$741K 0.12%
9,816
BAC icon
58
Bank of America
BAC
$362B
$707K 0.11%
12,854
+409
WMT icon
59
Walmart Inc
WMT
$1.02T
$700K 0.11%
6,283
+1,151
LGLV icon
60
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
$1.18B
$689K 0.11%
3,924
-158
EXPE icon
61
Expedia Group
EXPE
$26.4B
$688K 0.11%
2,427
+198
C icon
62
Citigroup
C
$195B
$681K 0.11%
5,840
+707
MCD icon
63
McDonald's
MCD
$239B
$660K 0.11%
2,161
-159
MRK icon
64
Merck
MRK
$301B
$654K 0.11%
6,212
+373
MU icon
65
Micron Technology
MU
$464B
$649K 0.11%
2,275
+273
CVX icon
66
Chevron
CVX
$374B
$640K 0.1%
4,199
-374
BABA icon
67
Alibaba
BABA
$341B
$617K 0.1%
4,209
+209
XOM icon
68
Exxon Mobil
XOM
$642B
$603K 0.1%
5,007
+728
CIL
69
DELISTED
VictoryShares International Volatility Wtd ETF
CIL
$596K 0.1%
11,034
-370
V icon
70
Visa
V
$620B
$593K 0.1%
1,692
-400
ASML icon
71
ASML
ASML
$550B
$561K 0.09%
524
+101
HSBC icon
72
HSBC
HSBC
$310B
$556K 0.09%
7,072
-153
PEP icon
73
PepsiCo
PEP
$230B
$545K 0.09%
3,796
+1,299
CB icon
74
Chubb
CB
$135B
$540K 0.09%
1,729
+685
GE icon
75
GE Aerospace
GE
$363B
$529K 0.09%
1,717
+341
1 2
3
4 5