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
$410M
AUM Growth
+$4.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$14.5M
3
+$3.46M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.08M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.1M

Top Sells

1
+$26.7M
2
+$3.95M
3
+$3.78M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.71M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$681K

Sector Composition

1 Technology 6.84%
2 Communication Services 0.77%
3 Healthcare 0.73%
4 Financials 0.72%
5 Consumer Discretionary 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$536K 0.13%
11,359
-1,670
52
$508K 0.12%
3,556
+383
53
$490K 0.12%
2,817
+350
54
$462K 0.11%
1,798
-56
55
$444K 0.11%
2,196
+144
56
$437K 0.11%
874
-27
57
$425K 0.1%
4,060
+225
58
$421K 0.1%
1,653
-347
59
$381K 0.09%
2,370
+240
60
$377K 0.09%
9,469
-272
61
$367K 0.09%
359
+40
62
$355K 0.09%
799
+13
63
$349K 0.09%
1,850
64
$343K 0.08%
3,304
-144
65
$336K 0.08%
7,083
+254
66
$327K 0.08%
1,247
+62
67
$321K 0.08%
1,285
68
$319K 0.08%
926
-35
69
$314K 0.08%
2,539
-78
70
$314K 0.08%
860
71
$302K 0.07%
11,369
-118
72
$295K 0.07%
4,634
+149
73
$284K 0.07%
1,424
+92
74
$270K 0.07%
861
+15
75
$263K 0.06%
+10,368
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