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
$365M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$22.5M
2
+$12.1M
3
+$2.86M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.02M
5
JMUB icon
JPMorgan Municipal ETF
JMUB
+$1.35M

Top Sells

1
+$15.5M
2
+$11.7M
3
+$9.07M
4
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$6.27M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1.69M

Sector Composition

1 Technology 3.43%
2 Healthcare 0.75%
3 Financials 0.71%
4 Consumer Discretionary 0.59%
5 Communication Services 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$485K 0.13%
4,598
-103
52
$473K 0.13%
1,817
-313
53
$448K 0.12%
1,890
+221
54
$402K 0.11%
1,850
55
$392K 0.11%
898
-18
56
$389K 0.11%
1,098
-235
57
$389K 0.11%
11,543
+1,447
58
$374K 0.1%
5,083
-210,661
59
$337K 0.09%
1,982
+282
60
$327K 0.09%
548
+4
61
$300K 0.08%
6,627
+38
62
$300K 0.08%
+865
63
$295K 0.08%
+2,849
64
$280K 0.08%
11,292
-6,353
65
$277K 0.08%
1,269
+4
66
$271K 0.07%
+2,484
67
$266K 0.07%
5,180
-511
68
$251K 0.07%
745
-152
69
$246K 0.07%
+4,169
70
$243K 0.07%
3,225
-871
71
$242K 0.07%
6,821
-2,859
72
$234K 0.06%
1,688
73
$232K 0.06%
1,028
+2
74
$230K 0.06%
+2,234
75
$203K 0.06%
+1,820
1 2
3
4