RA
Riversedge Advisors Portfolio holdings
AUM
$511M
This Quarter Return
-3.83%
1 Year Return
+13.3%
3 Year Return
+43.79%
5 Year Return
+57.49%
10 Year Return
–
AUM
$339M
AUM Growth
+$339M
(-7%)
Cap. Flow
-$11.2M
Cap. Flow
% of AUM
-3.31%
Top 10 Holdings %
Top 10 Hldgs %
65.64%
Holding
76
New
6
Increased
34
Reduced
25
Closed
6
Top Buys
Top Sells
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$7.7M |
| 2 |
Vanguard Value ETF
VTV
|
$3.18M |
| 3 |
Schwab US Large-Cap Value ETF
SCHV
|
$2.91M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$2.43M |
| 5 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$2.2M |
Sector Composition
| 1 | Technology | 3.01% |
| 2 | Communication Services | 0.66% |
| 3 | Financials | 0.66% |
| 4 | Healthcare | 0.61% |
| 5 | Consumer Discretionary | 0.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$15.7B
| – | – |
-8,462
| Closed | -$401K |
|