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
$292M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$6.45M
2
+$2.81M
3
+$2.23M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.45M
5
HYMB icon
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$1.27M

Top Sells

1
+$2.81M
2
+$729K
3
+$671K
4
VIOV icon
Vanguard S&P Small-Cap 600 Value ETF
VIOV
+$574K
5
VTWG icon
Vanguard Russell 2000 Growth ETF
VTWG
+$560K

Sector Composition

1 Technology 0.95%
2 Financials 0.94%
3 Healthcare 0.62%
4 Consumer Discretionary 0.33%
5 Communication Services 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$303K 0.1%
2,346
52
$295K 0.1%
2,500
53
$270K 0.09%
2,500
54
$270K 0.09%
2,129
+907
55
$263K 0.09%
+3,486
56
$247K 0.08%
851
57
$240K 0.08%
+5,224
58
$232K 0.08%
1,800
59
$225K 0.08%
+2,085
60
$223K 0.08%
+590
61
$216K 0.07%
1,620
62
$214K 0.07%
+2,203
63
$212K 0.07%
+825
64
$205K 0.07%
1,688
65
$203K 0.07%
+4,375
66
$66K 0.02%
14,259
67
– –
-4,271
68
– –
-5,233
69
– –
-3,561
1 2
3