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
$315M
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$3.3M
2
+$1.67M
3
+$1.63M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$1.62M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.61M

Top Sells

1
+$2.38M
2
+$1.33M
3
+$886K
4
SHM icon
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$516K
5
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
+$354K

Sector Composition

1 Technology 1.13%
2 Financials 0.93%
3 Healthcare 0.65%
4 Communication Services 0.48%
5 Consumer Discretionary 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$413K 0.13%
2,935
+435
52
$395K 0.13%
1,472
+178
53
$377K 0.12%
6,039
54
$348K 0.11%
1,440
55
$346K 0.11%
2,558
+58
56
$327K 0.1%
+4,155
57
$258K 0.08%
1,850
+50
58
$247K 0.08%
2,694
+565
59
$237K 0.08%
1,688
60
$233K 0.07%
+944
61
$226K 0.07%
592
+2
62
$223K 0.07%
2,273
+70
63
$212K 0.07%
4,409
+34
64
$52K 0.02%
11,373
-2,886
65
– –
-5,224
66
– –
-13,275
67
– –
-2,085
68
– –
-14,343
69
– –
-10,455
70
– –
-3,486
71
– –
-825
1 2
3