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
$448M
AUM Growth
+$6.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$39.6M
2
+$34.2M
3
+$28.4M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$8.82M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$8M

Top Sells

1
+$32M
2
+$19.5M
3
+$15.9M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$15.1M
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$9.59M

Sector Composition

1 Technology 6.53%
2 Financials 1.35%
3 Healthcare 0.93%
4 Consumer Discretionary 0.91%
5 Communication Services 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$356K 0.08%
382
+93
77
$354K 0.08%
534
+165
78
$352K 0.08%
6,124
+1,382
79
$350K 0.08%
1,850
80
$345K 0.08%
4,711
+1,109
81
$337K 0.08%
+11,924
82
$331K 0.07%
5,435
-197
83
$331K 0.07%
+4,502
84
$320K 0.07%
2,234
85
$310K 0.07%
11,247
+26
86
$310K 0.07%
+375
87
$308K 0.07%
4,304
+57
88
$307K 0.07%
1,004
+88
89
$303K 0.07%
839
-3
90
$299K 0.07%
1,152
+101
91
$293K 0.07%
524
+91
92
$292K 0.07%
+558
93
$279K 0.06%
+2,657
94
$278K 0.06%
3,405
+180
95
$266K 0.06%
2,790
+180
96
$264K 0.06%
+2,367
97
$257K 0.06%
1,080
98
$257K 0.06%
3,703
-65
99
$239K 0.05%
+3,362
100
$237K 0.05%
+9,321
1 2 3
4
5