RA
Riversedge Advisors Portfolio holdings
AUM
$511M
1-Year Return
13.3%
This Quarter Return
+5.23%
1 Year Return
+13.3%
3 Year Return
+43.79%
5 Year Return
+57.49%
10 Year Return
–
AUM
$274M
AUM Growth
+$39.7M
(+17%)
Cap. Flow
+$27.8M
Cap. Flow
% of AUM
10.15%
Top 10 Holdings %
Top 10 Hldgs %
76.48%
Holding
54
New
8
Increased
31
Reduced
4
Closed
1
Top Buys
| 1 |
Schwab International Equity ETF
SCHF
|
$4.89M |
| 2 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$4.3M |
| 3 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$4.21M |
| 4 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
$3.27M |
| 5 |
Vanguard Total Bond Market
BND
|
$1.76M |
Top Sells
Sector Composition
| 1 | Technology | 0.89% |
| 2 | Financials | 0.67% |
| 3 | Healthcare | 0.67% |
| 4 | Consumer Discretionary | 0.32% |
| 5 | Communication Services | 0.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Teladoc Health
TDOC
$1.35B
| $203K | 0.07% |
+1,222
| New | +$203K |
|
52
SPDR Gold MiniShares Trust
GLDM
$17.5B
| $184K | 0.07% |
+5,233
| New | +$184K |
|
53
CorMedix
CRMD
$956M
| $98K | 0.04% |
14,259
| – | – |
|
54
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.23B
| – | – |
-7,651
| Closed | -$205K |
|