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
$307M
AUM Growth
-$7.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$2.58M
2
+$2.35M
3
+$1.43M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.29M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.18M

Top Sells

1
+$1.57M
2
+$1.53M
3
+$683K
4
EBND icon
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
+$477K
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$403K

Sector Composition

1 Technology 1.09%
2 Financials 0.88%
3 Healthcare 0.69%
4 Communication Services 0.45%
5 Consumer Discretionary 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$367K 0.12%
2,399
+3
52
$364K 0.12%
1,472
53
$347K 0.11%
2,935
54
$328K 0.11%
1,440
55
$321K 0.1%
1,442
+158
56
$306K 0.1%
4,155
57
$305K 0.1%
+4,222
58
$255K 0.08%
1,850
59
$248K 0.08%
+704
60
$232K 0.08%
3,219
+525
61
$218K 0.07%
+4,847
62
$215K 0.07%
944
63
$214K 0.07%
4,411
+2
64
$213K 0.07%
1,688
65
$210K 0.07%
+3,020
66
$203K 0.07%
614
+22
67
$62K 0.02%
11,373
68
– –
-2,273
1 2
3