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
$441M
AUM Growth
+$30.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$5.85M
3
+$3.16M
4
OSEA icon
Harbor International Compounders ETF
OSEA
+$3.13M
5
JMUB icon
JPMorgan Municipal ETF
JMUB
+$2.6M

Top Sells

1
+$9.97M
2
+$7.65M
3
+$3.92M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.33M
5
QCOM icon
Qualcomm
QCOM
+$284K

Sector Composition

1 Technology 6.89%
2 Healthcare 0.81%
3 Financials 0.79%
4 Communication Services 0.74%
5 Consumer Discretionary 0.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$259K 0.06%
7,009
+109
77
$248K 0.06%
432
+1
78
$244K 0.06%
293
-66
79
$243K 0.06%
879
+16
80
$243K 0.06%
2,234
81
$236K 0.05%
2,077
-462
82
$236K 0.05%
1,688
83
$229K 0.05%
3,993
+42
84
$226K 0.05%
+387
85
$216K 0.05%
+944
86
$212K 0.05%
+1,382
87
$208K 0.05%
235
-13
88
$207K 0.05%
+792
89
$203K 0.05%
393
+23
90
$202K 0.05%
+1,044
91
$202K 0.05%
+1,726
92
$202K 0.05%
+285
93
$201K 0.05%
3,043
+55
94
$201K 0.05%
+1,890
95
$76.9K 0.02%
15,072
+1,579
96
$73.7K 0.02%
13,231
97
$53.8K 0.01%
17,244
+1,164
98
$43.2K 0.01%
10,331
-508
99
$36.7K 0.01%
13,810
+3,117
100
$30.9K 0.01%
+12,675
1 2 3
4
5