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
$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 Mini Trust ETF
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
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
XOM icon
76
Exxon Mobil
XOM
$479B
$482K 0.08%
4,279
+1,771
SUB icon
77
iShares Short-Term National Muni Bond ETF
SUB
$10.2B
$480K 0.08%
4,492
+418
ORCL icon
78
Oracle
ORCL
$830B
$480K 0.08%
1,705
+464
EXPE icon
79
Expedia Group
EXPE
$26.6B
$476K 0.08%
+2,229
SHM icon
80
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.46B
$472K 0.08%
9,782
+64
LECO icon
81
Lincoln Electric
LECO
$13B
$466K 0.08%
1,978
+128
GE icon
82
GE Aerospace
GE
$318B
$414K 0.07%
+1,376
DVN icon
83
Devon Energy
DVN
$20.1B
$411K 0.07%
11,730
+3,768
T icon
84
AT&T
T
$188B
$411K 0.07%
14,553
+1,872
ASML icon
85
ASML
ASML
$400B
$410K 0.07%
423
+3
NVS icon
86
Novartis
NVS
$254B
$407K 0.07%
3,170
+397
ORLY icon
87
O'Reilly Automotive
ORLY
$86.2B
$396K 0.07%
3,676
+879
ISRG icon
88
Intuitive Surgical
ISRG
$160B
$395K 0.07%
884
-48
UNH icon
89
UnitedHealth
UNH
$323B
$392K 0.07%
+1,135
SYF icon
90
Synchrony
SYF
$25.8B
$392K 0.07%
5,514
+1,351
TRV icon
91
Travelers Companies
TRV
$58.4B
$391K 0.07%
1,401
+517
RBLX icon
92
Roblox
RBLX
$92.1B
$383K 0.06%
+2,766
SAP icon
93
SAP
SAP
$318B
$382K 0.06%
1,431
+21
INTC icon
94
Intel
INTC
$176B
$379K 0.06%
+11,297
IWF icon
95
iShares Russell 1000 Growth ETF
IWF
$122B
$377K 0.06%
804
-34
GS icon
96
Goldman Sachs
GS
$232B
$376K 0.06%
472
+107
AZN icon
97
AstraZeneca
AZN
$263B
$374K 0.06%
4,880
+823
BMY icon
98
Bristol-Myers Squibb
BMY
$88.8B
$369K 0.06%
8,171
+3,105
LIN icon
99
Linde
LIN
$211B
$367K 0.06%
772
+284
RY icon
100
Royal Bank of Canada
RY
$206B
$366K 0.06%
2,481
+328