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
$406M
AUM Growth
+$40.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$8.66M
2
+$6.79M
3
+$2.21M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.18M
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$1.81M

Top Sells

1
+$2.46M
2
+$702K
3
+$584K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$497K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$449K

Sector Composition

1 Technology 5.62%
2 Healthcare 0.76%
3 Financials 0.69%
4 Communication Services 0.63%
5 Consumer Discretionary 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$500K 0.12%
1,925
+35
52
$473K 0.12%
1,850
53
$433K 0.11%
901
+3
54
$411K 0.1%
2,052
+70
55
$407K 0.1%
3,173
+324
56
$402K 0.1%
3,835
-763
57
$392K 0.1%
3,448
-1,114
58
$369K 0.09%
9,741
-1,802
59
$369K 0.09%
961
+96
60
$345K 0.09%
2,617
+133
61
$343K 0.08%
6,829
+202
62
$336K 0.08%
2,467
+516
63
$331K 0.08%
1,185
-632
64
$314K 0.08%
786
+41
65
$310K 0.08%
+319
66
$308K 0.08%
1,285
+16
67
$292K 0.07%
5,388
+208
68
$290K 0.07%
11,487
+195
69
$290K 0.07%
+860
70
$288K 0.07%
571
+23
71
$283K 0.07%
2,130
+310
72
$274K 0.07%
4,485
+316
73
$267K 0.07%
1,057
+29
74
$265K 0.07%
+846
75
$262K 0.06%
1,688
1 2
3
4