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
$365M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$22.5M
2
+$12.1M
3
+$2.86M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.02M
5
JMUB icon
JPMorgan Municipal ETF
JMUB
+$1.35M

Top Sells

1
+$15.5M
2
+$11.7M
3
+$9.07M
4
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$6.27M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1.69M

Sector Composition

1 Technology 3.43%
2 Healthcare 0.75%
3 Financials 0.71%
4 Consumer Discretionary 0.59%
5 Communication Services 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$203K 0.06%
+428
77
$203K 0.06%
+1,951
78
$41.9K 0.01%
+10,125
79
$26.6K 0.01%
+11,115
80
– –
-2,373
81
– –
-357
82
– –
-1,804
83
– –
-21,334
1 2 3
4