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
$309M
AUM Growth
+$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$5.74M
2 +$5.22M
3 +$2.29M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.25M
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$2.21M

Top Sells

1 +$3.02M
2 +$2.46M
3 +$1.12M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.1M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$906K

Sector Composition

1 Technology 1.92%
2 Healthcare 0.63%
3 Financials 0.32%
4 Communication Services 0.21%
5 Consumer Discretionary 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-4,080
77
-1,026