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
101
-1,424
102
-149,299
103
-228,847