RA

Riversedge Advisors Portfolio holdings

AUM $618M
1-Year Est. Return 19.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$615M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$5.38M
3
+$4.99M
4
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$3.45M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.08M

Top Sells

1
+$11.9M
2
+$4.39M
3
+$3.72M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.23M
5
ETH
Grayscale Ethereum Staking Mini ETF Shares
ETH
+$1.42M

Sector Composition

1 Technology 8.83%
2 Financials 2.48%
3 Consumer Discretionary 1.79%
4 Communication Services 1.59%
5 Healthcare 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LECO icon
76
Lincoln Electric
LECO
$13.8B
$512K 0.08%
2,136
+158
ISRG icon
77
Intuitive Surgical
ISRG
$163B
$510K 0.08%
901
+17
AZN icon
78
AstraZeneca
AZN
$311B
$501K 0.08%
5,446
+566
HD icon
79
Home Depot
HD
$336B
$488K 0.08%
1,419
-116
TJX icon
80
TJX Companies
TJX
$174B
$478K 0.08%
3,114
+1,589
SYF icon
81
Synchrony
SYF
$26.1B
$469K 0.08%
5,624
+110
SHM icon
82
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.44B
$467K 0.08%
9,731
-51
ABT icon
83
Abbott
ABT
$166B
$466K 0.08%
3,716
-38
NVS icon
84
Novartis
NVS
$286B
$465K 0.08%
3,371
+201
TRV icon
85
Travelers Companies
TRV
$63.5B
$450K 0.07%
1,552
+151
RY icon
86
Royal Bank of Canada
RY
$245B
$450K 0.07%
2,637
+156
HCA icon
87
HCA Healthcare
HCA
$108B
$443K 0.07%
949
+264
MLI icon
88
Mueller Industries
MLI
$13.1B
$437K 0.07%
3,806
+564
INTC icon
89
Intel
INTC
$344B
$437K 0.07%
11,834
+537
DVN icon
90
Devon Energy
DVN
$28.4B
$428K 0.07%
11,686
-44
LRCX icon
91
Lam Research
LRCX
$326B
$425K 0.07%
2,484
+322
MA icon
92
Mastercard
MA
$462B
$424K 0.07%
743
-290
CNC icon
93
Centene
CNC
$19.2B
$423K 0.07%
+10,272
NFLX icon
94
Netflix
NFLX
$455B
$418K 0.07%
4,455
-155
UNH icon
95
UnitedHealth
UNH
$287B
$410K 0.07%
1,242
+107
FDX icon
96
FedEx
FDX
$90.9B
$409K 0.07%
1,417
+328
NOW icon
97
ServiceNow
NOW
$99.9B
$405K 0.07%
2,646
+1,266
BKNG icon
98
Booking.com
BKNG
$146B
$402K 0.07%
1,875
+775
GS icon
99
Goldman Sachs
GS
$265B
$398K 0.06%
453
-19
SUB icon
100
iShares Short-Term National Muni Bond ETF
SUB
$11B
$395K 0.06%
3,703
-789
2 3
4
5 6