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
$410M
AUM Growth
+$4.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$14.5M
3
+$3.46M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.08M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.1M

Top Sells

1
+$26.7M
2
+$3.95M
3
+$3.78M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.71M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$681K

Sector Composition

1 Technology 6.84%
2 Communication Services 0.77%
3 Healthcare 0.73%
4 Financials 0.72%
5 Consumer Discretionary 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$261K 0.06%
356
77
$255K 0.06%
1,054
-3
78
$253K 0.06%
3,225
79
$245K 0.06%
6,900
+107
80
$234K 0.06%
431
+2
81
$233K 0.06%
1,688
82
$225K 0.05%
+248
83
$220K 0.05%
2,234
84
$216K 0.05%
+2,988
85
$211K 0.05%
3,951
+13
86
$206K 0.05%
863
-13
87
$206K 0.05%
370
-201
88
$62.5K 0.02%
13,493
+1,397
89
$45.8K 0.01%
+10,839
90
$43.9K 0.01%
16,080
+1,425
91
$24K 0.01%
10,693
+94
92
$13.2K ﹤0.01%
+13,231
93
– –
-3,653
94
– –
-1,044
95
– –
-5,388
1 2 3
4