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
$274M
AUM Growth
+$39.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$4.89M
2
+$4.3M
3
+$4.21M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$3.27M
5
BND icon
Vanguard Total Bond Market
BND
+$1.76M

Top Sells

1
+$534K
2
+$236K
3
+$205K
4
LGLV icon
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
+$192K
5
CIL icon
VictoryShares International Volatility Wtd ETF
CIL
+$120K

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 Change
in Stake 		Capital Flow
51
$203K 0.07%
+1,222
52
$184K 0.07%
+5,233
53
$98K 0.04%
14,259
54
– –
-7,651
1 2
3