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
$269M
AUM Growth
-$38.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$2.84M
3
+$1.87M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.51M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.44M

Top Sells

1
+$3.49M
2
+$1.83M
3
+$1.44M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1.26M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$954K

Sector Composition

1 Technology 1.01%
2 Healthcare 0.66%
3 Financials 0.6%
4 Communication Services 0.41%
5 Consumer Discretionary 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$403K 0.15%
3,790
-50
52
$394K 0.15%
+18,915
53
$383K 0.14%
2,500
54
$372K 0.14%
+20,083
55
$346K 0.13%
3,160
56
$322K 0.12%
1,304
-168
57
$306K 0.11%
2,399
58
$283K 0.11%
18,680
+40
59
$282K 0.1%
2,591
-344
60
$272K 0.1%
1,440
61
$267K 0.1%
+3,336
62
$260K 0.1%
4,155
63
$234K 0.09%
1,451
+9
64
$228K 0.08%
1,850
65
$225K 0.08%
1,688
66
$46K 0.02%
11,373
67
– –
-944
68
– –
-704
69
– –
-4,222
70
– –
-614
71
– –
-3,020
72
– –
-4,847
73
– –
-3,219
74
– –
-4,411
1 2
3