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
GS icon
101
Goldman Sachs
GS
$232B
$258K 0.05%
+365
DVN icon
102
Devon Energy
DVN
$20.1B
$253K 0.05%
7,962
-2,666
ORLY icon
103
O'Reilly Automotive
ORLY
$86.2B
$252K 0.05%
2,797
+7
VO icon
104
Vanguard Mid-Cap ETF
VO
$87.5B
$247K 0.05%
+884
IBN icon
105
ICICI Bank
IBN
$118B
$246K 0.05%
+7,309
PM icon
106
Philip Morris
PM
$246B
$242K 0.05%
+1,327
TRV icon
107
Travelers Companies
TRV
$58.4B
$236K 0.05%
+884
BMY icon
108
Bristol-Myers Squibb
BMY
$88.8B
$235K 0.05%
5,066
-369
BITB icon
109
Bitwise Bitcoin ETF
BITB
$4.09B
$230K 0.05%
+3,925
LIN icon
110
Linde
LIN
$211B
$229K 0.04%
488
+5
LLY icon
111
Eli Lilly
LLY
$720B
$228K 0.04%
293
-82
ADBE icon
112
Adobe
ADBE
$140B
$224K 0.04%
578
+39
SCHG icon
113
Schwab US Large-Cap Growth ETF
SCHG
$51.8B
$222K 0.04%
+7,616
MUFG icon
114
Mitsubishi UFJ Financial
MUFG
$171B
$221K 0.04%
16,073
+1,832
NOW icon
115
ServiceNow
NOW
$188B
$220K 0.04%
+214
TD icon
116
Toronto Dominion Bank
TD
$135B
$220K 0.04%
+2,994
AXON icon
117
Axon Enterprise
AXON
$52.7B
$213K 0.04%
+257
SAN icon
118
Banco Santander
SAN
$145B
$212K 0.04%
25,499
+3,556
VOT icon
119
Vanguard Mid-Cap Growth ETF
VOT
$17.7B
$211K 0.04%
+741
TM icon
120
Toyota
TM
$258B
$208K 0.04%
1,208
-57
GPC icon
121
Genuine Parts
GPC
$18.5B
$205K 0.04%
1,688
VIG icon
122
Vanguard Dividend Appreciation ETF
VIG
$97.9B
$200K 0.04%
+979
LYG icon
123
Lloyds Banking Group
LYG
$66.2B
$109K 0.02%
25,680
+2,433
MFG icon
124
Mizuho Financial
MFG
$77.4B
$94.3K 0.02%
16,962
-1,285
BBD icon
125
Banco Bradesco
BBD
$34.9B
$86.2K 0.02%
27,901
+3,317
2 3 4
5
6