RA

Riversedge Advisors Portfolio holdings

AUM $615M
1-Year Est. Return 19.19%
This Quarter Est. Return
1 Year Est. Return
+19.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$597M
AUM Growth
+$85.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$6.95M
2
+$4.24M
3
+$3.09M
4
ETH
Grayscale Ethereum Staking Mini ETF Shares
ETH
+$1.42M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.37M

Top Sells

1
+$3.25M
2
+$1.21M
3
+$1.14M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$593K
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$539K

Sector Composition

1 Technology 8.35%
2 Financials 2.34%
3 Consumer Discretionary 1.72%
4 Communication Services 1.47%
5 Healthcare 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HYMB icon
51
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$2.93B
$973K 0.16%
39,015
-3,351
JNJ icon
52
Johnson & Johnson
JNJ
$529B
$971K 0.16%
5,235
+957
MCO icon
53
Moody's
MCO
$95.6B
$968K 0.16%
2,031
+15
XLF icon
54
State Street Financial Select Sector SPDR ETF
XLF
$53.6B
$937K 0.16%
17,398
VIOG icon
55
Vanguard S&P Small-Cap 600 Growth ETF
VIOG
$886M
$804K 0.13%
6,600
+1,723
LGLV icon
56
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
$1.13B
$727K 0.12%
4,082
-854
VXUS icon
57
Vanguard Total International Stock ETF
VXUS
$126B
$721K 0.12%
+9,816
BABA icon
58
Alibaba
BABA
$408B
$715K 0.12%
4,000
+364
V icon
59
Visa
V
$632B
$714K 0.12%
2,092
+361
CVX icon
60
Chevron
CVX
$332B
$710K 0.12%
4,573
+704
MCD icon
61
McDonald's
MCD
$220B
$705K 0.12%
2,320
+181
BAC icon
62
Bank of America
BAC
$379B
$642K 0.11%
12,445
+1,845
HD icon
63
Home Depot
HD
$377B
$622K 0.1%
1,535
+110
CIL icon
64
VictoryShares International Volatility Wtd ETF
CIL
$58.3M
$588K 0.1%
11,404
+39
MA icon
65
Mastercard
MA
$487B
$588K 0.1%
1,033
+377
SPYM
66
State Street SPDR Portfolio S&P 500 ETF
SPYM
$102B
$573K 0.1%
7,317
+402
NFLX icon
67
Netflix
NFLX
$373B
$553K 0.09%
4,610
+260
COF icon
68
Capital One
COF
$151B
$552K 0.09%
2,596
+874
PG icon
69
Procter & Gamble
PG
$338B
$548K 0.09%
+3,567
WMT icon
70
Walmart Inc
WMT
$950B
$529K 0.09%
+5,132
ADBE icon
71
Adobe
ADBE
$127B
$526K 0.09%
1,492
+914
C icon
72
Citigroup
C
$210B
$521K 0.09%
5,133
+1,175
HSBC icon
73
HSBC
HSBC
$284B
$513K 0.09%
7,225
+842
ABT icon
74
Abbott
ABT
$215B
$503K 0.08%
3,754
+100
MRK icon
75
Merck
MRK
$275B
$490K 0.08%
+5,839
1 2
3
4 5