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
$277M
AUM Growth
+$7.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$5.54M
2
+$4.42M
3
+$3.81M
4
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$3.17M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.1M

Top Sells

1
+$2.27M
2
+$2.12M
3
+$1.59M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.44M
5
HYMB icon
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$878K

Sector Composition

1 Technology 2.54%
2 Healthcare 0.62%
3 Financials 0.39%
4 Consumer Discretionary 0.37%
5 Communication Services 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$465K 0.17%
1,912
52
$461K 0.17%
4,080
+290
53
$454K 0.16%
+4,368
54
$429K 0.16%
6,040
55
$406K 0.15%
4,240
-480
56
$399K 0.14%
+10,347
57
$385K 0.14%
+2,336
58
$345K 0.12%
11,411
-9,669
59
$338K 0.12%
3,520
+360
60
$336K 0.12%
2,500
61
$336K 0.12%
3,474
+883
62
$309K 0.11%
1,340
+36
63
$299K 0.11%
+971
64
$259K 0.09%
2,474
-1,369
65
$258K 0.09%
1,440
66
$252K 0.09%
1,688
67
$233K 0.08%
1,850
68
$233K 0.08%
4,155
69
$232K 0.08%
+1,026
70
$213K 0.08%
374
-421
71
$208K 0.08%
+4,833
72
$206K 0.07%
17,000
-1,680
73
$32K 0.01%
11,373
74
– –
-16,706
75
– –
-1,451
1 2
3
4