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
$448M
AUM Growth
+$6.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$39.6M
2
+$34.2M
3
+$28.4M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$8.82M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$8M

Top Sells

1
+$32M
2
+$19.5M
3
+$15.9M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$15.1M
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$9.59M

Sector Composition

1 Technology 6.53%
2 Financials 1.35%
3 Healthcare 0.93%
4 Consumer Discretionary 0.91%
5 Communication Services 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$783K 0.17%
29,510
-598,775
52
$770K 0.17%
3,677
+38
53
$714K 0.16%
2,911
+326
54
$704K 0.16%
4,244
-189
55
$693K 0.15%
2,522
-8
56
$692K 0.15%
4,135
+285
57
$637K 0.14%
2,038
+265
58
$606K 0.14%
1,728
+366
59
$578K 0.13%
12,755
-348
60
$564K 0.13%
11,845
-50
61
$529K 0.12%
3,162
+378
62
$516K 0.12%
3,108
-392
63
$490K 0.11%
370
+8
64
$485K 0.11%
3,657
+204
65
$479K 0.11%
3,626
+962
66
$455K 0.1%
6,915
67
$453K 0.1%
882
+3
68
$442K 0.1%
1,207
+88
69
$431K 0.1%
4,083
-754
70
$429K 0.1%
867
+18
71
$429K 0.1%
3,606
+1,690
72
$407K 0.09%
9,759
-107
73
$397K 0.09%
10,628
+2,298
74
$384K 0.09%
1,432
+287
75
$372K 0.08%
+678
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3
4 5