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
$511M
AUM Growth
+$62.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1 +$30.2M
2 +$6.59M
3 +$4.32M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.16M
5
VTV icon
Vanguard Value ETF
VTV
+$2.83M

Sector Composition

1 Technology 6.62%
2 Financials 1.64%
3 Consumer Discretionary 1.06%
4 Communication Services 1.06%
5 Healthcare 0.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
VTI icon
51
Vanguard Total Stock Market ETF
VTI
$543B
$743K 0.15%
2,444
-78
ABBV icon
52
AbbVie
ABBV
$406B
$700K 0.14%
3,773
+96
JNJ icon
53
Johnson & Johnson
JNJ
$465B
$654K 0.13%
4,278
+34
MCD icon
54
McDonald's
MCD
$220B
$625K 0.12%
2,139
+101
V icon
55
Visa
V
$664B
$615K 0.12%
1,731
+3
NFLX icon
56
Netflix
NFLX
$510B
$583K 0.11%
435
+53
CIL icon
57
VictoryShares International Volatility Wtd ETF
CIL
$104M
$574K 0.11%
11,365
-1,390
VIOG icon
58
Vanguard S&P Small-Cap 600 Growth ETF
VIOG
$863M
$558K 0.11%
+4,877
CVX icon
59
Chevron
CVX
$308B
$554K 0.11%
3,869
-266
HD icon
60
Home Depot
HD
$390B
$522K 0.1%
1,425
+218
ISRG icon
61
Intuitive Surgical
ISRG
$160B
$506K 0.1%
932
+65
SPLG icon
62
SPDR Portfolio S&P 500 ETF
SPLG
$88.3B
$503K 0.1%
6,915
BAC icon
63
Bank of America
BAC
$376B
$502K 0.1%
10,600
+841
VOO icon
64
Vanguard S&P 500 ETF
VOO
$757B
$499K 0.1%
879
-3
ABT icon
65
Abbott
ABT
$224B
$497K 0.1%
3,654
-3
SHM icon
66
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.46B
$465K 0.09%
9,718
-2,127
SUB icon
67
iShares Short-Term National Muni Bond ETF
SUB
$10.2B
$433K 0.08%
4,074
-9
SAP icon
68
SAP
SAP
$318B
$429K 0.08%
1,410
-22
BABA icon
69
Alibaba
BABA
$387B
$412K 0.08%
3,636
+10
HSBC icon
70
HSBC
HSBC
$227B
$388K 0.08%
6,383
+259
LECO icon
71
Lincoln Electric
LECO
$13B
$384K 0.08%
1,850
TPL icon
72
Texas Pacific Land
TPL
$21.6B
$377K 0.07%
357
-13
MA icon
73
Mastercard
MA
$507B
$369K 0.07%
656
-22
T icon
74
AT&T
T
$188B
$367K 0.07%
12,681
+757
COF icon
75
Capital One
COF
$135B
$366K 0.07%
+1,722