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
101
$230K 0.05%
846
+62
102
$225K 0.05%
+483
103
$223K 0.05%
+1,265
104
$218K 0.05%
814
-1,210
105
$218K 0.05%
4,032
-7,976
106
$209K 0.05%
1,854
+6
107
$208K 0.05%
+1,680
108
$207K 0.05%
+539
109
$202K 0.05%
+1,446
110
$201K 0.04%
+1,688
111
$201K 0.04%
1,439
+10
112
$194K 0.04%
14,241
+2,176
113
$147K 0.03%
21,943
+4,723
114
$105K 0.02%
+10,557
115
$101K 0.02%
18,247
+3,169
116
$88.8K 0.02%
23,247
+3,169
117
$54.8K 0.01%
+24,584
118
$45.2K 0.01%
+19,394
119
– –
-695,989
120
– –
-59,544
121
– –
-13,231
1 2 3 4
5