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
$441M
AUM Growth
+$30.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$5.85M
3
+$3.16M
4
OSEA icon
Harbor International Compounders ETF
OSEA
+$3.13M
5
JMUB icon
JPMorgan Municipal ETF
JMUB
+$2.6M

Top Sells

1
+$9.97M
2
+$7.65M
3
+$3.92M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.33M
5
QCOM icon
Qualcomm
QCOM
+$284K

Sector Composition

1 Technology 6.89%
2 Healthcare 0.81%
3 Financials 0.79%
4 Communication Services 0.74%
5 Consumer Discretionary 0.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$547K 0.12%
3,718
+6
52
$526K 0.12%
1,920
+122
53
$513K 0.12%
1,686
+33
54
$507K 0.11%
2,402
+206
55
$495K 0.11%
2,850
+33
56
$462K 0.1%
875
+1
57
$440K 0.1%
2,552
+182
58
$424K 0.1%
3,989
-71
59
$419K 0.1%
3,523
-33
60
$405K 0.09%
1,000
+74
61
$397K 0.09%
808
+9
62
$379K 0.09%
3,326
+22
63
$374K 0.08%
9,428
-41
64
$355K 0.08%
1,850
65
$341K 0.08%
11,689
+320
66
$339K 0.08%
1,288
+3
67
$327K 0.07%
1,190
-57
68
$327K 0.07%
4,552
-82
69
$318K 0.07%
848
-12
70
$315K 0.07%
356
71
$287K 0.07%
7,336
+253
72
$276K 0.06%
832
-29
73
$270K 0.06%
3,225
74
$261K 0.06%
+5,049
75
$260K 0.06%
1,047
-7
1 2
3
4 5