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
$511M
AUM Growth
+$62.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$30.2M
2
+$6.59M
3
+$4.32M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.16M
5
VTV icon
Vanguard Value ETF
VTV
+$2.83M

Top Sells

1
+$14M
2
+$4.78M
3
+$3.41M
4
SFLO icon
VictoryShares Small Cap Free Cash Flow ETF
SFLO
+$2.71M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$2.4M

Sector Composition

1 Technology 6.62%
2 Financials 1.64%
3 Consumer Discretionary 1.06%
4 Communication Services 1.06%
5 Healthcare 0.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IWF icon
76
iShares Russell 1000 Growth ETF
IWF
$122B
$356K 0.07%
838
-1
C icon
77
Citigroup
C
$174B
$337K 0.07%
3,958
+596
ASML icon
78
ASML
ASML
$400B
$337K 0.07%
420
-114
NVS icon
79
Novartis
NVS
$254B
$336K 0.07%
2,773
+406
ADP icon
80
Automatic Data Processing
ADP
$114B
$319K 0.06%
1,033
+29
IEMG icon
81
iShares Core MSCI Emerging Markets ETF
IEMG
$112B
$308K 0.06%
5,128
+1,096
HURN icon
82
Huron Consulting
HURN
$2.56B
$307K 0.06%
2,234
MAR icon
83
Marriott International
MAR
$70.8B
$303K 0.06%
1,109
+29
CEG icon
84
Constellation Energy
CEG
$121B
$302K 0.06%
+935
KO icon
85
Coca-Cola
KO
$295B
$302K 0.06%
4,262
-42
SCHE icon
86
Schwab Emerging Markets Equity ETF
SCHE
$11.4B
$295K 0.06%
9,775
-1,472
EFA icon
87
iShares MSCI EAFE ETF
EFA
$68.2B
$288K 0.06%
3,225
-180
INTU icon
88
Intuit
INTU
$184B
$285K 0.06%
+362
AZN icon
89
AstraZeneca
AZN
$263B
$284K 0.06%
4,057
-445
RY icon
90
Royal Bank of Canada
RY
$206B
$283K 0.06%
2,153
+299
ETN icon
91
Eaton
ETN
$145B
$283K 0.06%
792
-54
SONY icon
92
Sony
SONY
$173B
$282K 0.06%
10,835
+1,514
SHEL icon
93
Shell
SHEL
$209B
$280K 0.05%
3,976
-735
SYF icon
94
Synchrony
SYF
$25.8B
$278K 0.05%
+4,163
ORCL icon
95
Oracle
ORCL
$830B
$271K 0.05%
1,241
-205
UL icon
96
Unilever
UL
$155B
$271K 0.05%
+4,426
XOM icon
97
Exxon Mobil
XOM
$479B
$270K 0.05%
2,508
-1,098
SPY icon
98
SPDR S&P 500 ETF Trust
SPY
$660B
$267K 0.05%
433
-91
HIG icon
99
Hartford Financial Services
HIG
$35B
$261K 0.05%
2,058
+378
BX icon
100
Blackstone
BX
$122B
$260K 0.05%
1,741
+302
2 3
4
5 6