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
$343M
AUM Growth
+$34.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$5.75M
2
+$4.44M
3
+$2.88M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.5M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.32M

Top Sells

1
+$3.26M
2
+$3.15M
3
+$2.42M
4
EBND icon
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
+$1.06M
5
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$886K

Sector Composition

1 Technology 2.37%
2 Healthcare 0.52%
3 Financials 0.46%
4 Energy 0.32%
5 Communication Services 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$480K 0.14%
3,014
+383
52
$465K 0.14%
5,067
-422
53
$450K 0.13%
1,611
+307
54
$406K 0.12%
1,316
+520
55
$403K 0.12%
5,814
-394
56
$388K 0.11%
3,834
+1,334
57
$349K 0.1%
+12,560
58
$341K 0.1%
+906
59
$339K 0.1%
1,663
+473
60
$337K 0.1%
3,240
-400
61
$323K 0.09%
+1,432
62
$322K 0.09%
+6,357
63
$313K 0.09%
1,850
64
$309K 0.09%
+622
65
$297K 0.09%
4,155
66
$282K 0.08%
1,688
67
$282K 0.08%
9,860
+3,692
68
$235K 0.07%
+1,256
69
$221K 0.06%
+2,143
70
$201K 0.06%
354
71
– –
-14,537
72
– –
-1,866
73
– –
-130,073
74
– –
-38,521
75
– –
-51,569
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3
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