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
$406M
AUM Growth
+$40.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$8.66M
2
+$6.79M
3
+$2.21M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.18M
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$1.81M

Top Sells

1
+$2.46M
2
+$702K
3
+$584K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$497K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$449K

Sector Composition

1 Technology 5.62%
2 Healthcare 0.76%
3 Financials 0.69%
4 Communication Services 0.63%
5 Consumer Discretionary 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$258K 0.06%
3,225
77
$243K 0.06%
6,793
-28
78
$226K 0.06%
+1,332
79
$225K 0.06%
429
+1
80
$219K 0.05%
+876
81
$218K 0.05%
+1,044
82
$216K 0.05%
2,234
83
$208K 0.05%
+3,653
84
$206K 0.05%
+356
85
$203K 0.05%
+3,938
86
$58.5K 0.01%
12,096
+1,971
87
$38K 0.01%
14,655
+3,540
88
$30.3K 0.01%
+10,599
89
– –
-5,083
1 2 3
4