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
$597M
AUM Growth
+$85.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1 +$6.95M
2 +$4.24M
3 +$3.09M
4
ETH
Grayscale Ethereum Mini Trust ETF
ETH
+$1.42M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.37M

Top Sells

1 +$3.25M
2 +$1.21M
3 +$1.14M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$593K
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$539K

Sector Composition

1 Technology 8.35%
2 Financials 2.34%
3 Consumer Discretionary 1.72%
4 Communication Services 1.47%
5 Healthcare 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
PM icon
101
Philip Morris
PM
$246B
$360K 0.06%
2,221
+894
LLY icon
102
Eli Lilly
LLY
$720B
$360K 0.06%
472
+179
TPL icon
103
Texas Pacific Land
TPL
$21.6B
$360K 0.06%
386
+29
PEP icon
104
PepsiCo
PEP
$210B
$351K 0.06%
+2,497
GD icon
105
General Dynamics
GD
$89.1B
$350K 0.06%
+1,027
ETN icon
106
Eaton
ETN
$145B
$342K 0.06%
915
+123
SONY icon
107
Sony
SONY
$173B
$342K 0.06%
11,887
+1,052
APH icon
108
Amphenol
APH
$153B
$339K 0.06%
+2,741
IEMG icon
109
iShares Core MSCI Emerging Markets ETF
IEMG
$112B
$337K 0.06%
5,107
-21
VO icon
110
Vanguard Mid-Cap ETF
VO
$87.5B
$335K 0.06%
1,142
+258
MU icon
111
Micron Technology
MU
$227B
$335K 0.06%
+2,002
PNC icon
112
PNC Financial Services
PNC
$70.4B
$334K 0.06%
+1,660
BITB icon
113
Bitwise Bitcoin ETF
BITB
$4.09B
$329K 0.06%
5,282
+1,357
HURN icon
114
Huron Consulting
HURN
$2.56B
$328K 0.06%
2,234
MLI icon
115
Mueller Industries
MLI
$10.9B
$328K 0.05%
+3,242
SHEL icon
116
Shell
SHEL
$209B
$326K 0.05%
4,560
+584
BX icon
117
Blackstone
BX
$122B
$324K 0.05%
1,894
+153
VIG icon
118
Vanguard Dividend Appreciation ETF
VIG
$97.9B
$322K 0.05%
1,494
+515
SCHE icon
119
Schwab Emerging Markets Equity ETF
SCHE
$11.4B
$314K 0.05%
9,423
-352
CEG icon
120
Constellation Energy
CEG
$121B
$312K 0.05%
949
+14
ADP icon
121
Automatic Data Processing
ADP
$114B
$308K 0.05%
1,050
+17
HIG icon
122
Hartford Financial Services
HIG
$35B
$308K 0.05%
2,307
+249
GEV icon
123
GE Vernova
GEV
$163B
$303K 0.05%
+493
EFA icon
124
iShares MSCI EAFE ETF
EFA
$68.2B
$301K 0.05%
3,225
MUFG icon
125
Mitsubishi UFJ Financial
MUFG
$171B
$300K 0.05%
18,798
+2,725