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
$309M
AUM Growth
+$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$5.74M
2
+$5.22M
3
+$2.29M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.25M
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$2.21M

Top Sells

1
+$3.02M
2
+$2.46M
3
+$1.12M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.1M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$906K

Sector Composition

1 Technology 1.92%
2 Healthcare 0.63%
3 Financials 0.32%
4 Communication Services 0.21%
5 Consumer Discretionary 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$526K 0.17%
5,041
+348
52
$502K 0.16%
5,489
-21
53
$447K 0.14%
6,208
+168
54
$425K 0.14%
2,631
+131
55
$344K 0.11%
1,304
-36
56
$325K 0.11%
3,680
-560
57
$323K 0.1%
3,640
+120
58
$293K 0.09%
1,688
59
$277K 0.09%
+354
60
$274K 0.09%
2,500
-974
61
$273K 0.09%
4,155
62
$267K 0.09%
1,850
63
$246K 0.08%
+796
64
$228K 0.07%
1,190
-250
65
$207K 0.07%
+1,866
66
$204K 0.07%
6,168
-5,243
67
– –
-1,026
68
– –
-4,080
69
– –
-11,373
70
– –
-10,347
71
– –
-374
72
– –
-4,833
73
– –
-2,336
74
– –
-2,474
75
– –
-17,000
1 2
3
4