RA
Riversedge Advisors Portfolio holdings
AUM
$511M
1-Year Return
13.3%
This Quarter Return
-1.4%
1 Year Return
+13.3%
3 Year Return
+43.79%
5 Year Return
+57.49%
10 Year Return
–
AUM
$292M
AUM Growth
+$18M
(+6.6%)
Cap. Flow
+$22M
Cap. Flow
% of AUM
7.56%
Top 10 Holdings %
Top 10 Hldgs %
74.52%
Holding
69
New
16
Increased
30
Reduced
10
Closed
3
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$6.45M |
| 2 |
Vanguard Value ETF
VTV
|
$2.81M |
| 3 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
$2.23M |
| 4 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$1.45M |
| 5 |
SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
|
$1.27M |
Top Sells
Sector Composition
| 1 | Technology | 0.95% |
| 2 | Financials | 0.94% |
| 3 | Healthcare | 0.62% |
| 4 | Consumer Discretionary | 0.33% |
| 5 | Communication Services | 0.32% |
