RA

Riversedge Advisors Portfolio holdings

AUM $615M
1-Year Est. Return 19.19%
This Quarter Est. Return
1 Year Est. Return
+19.19%
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

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
$269B
$360K 0.06%
2,221
+894
LLY icon
102
Eli Lilly
LLY
$925B
$360K 0.06%
472
+179
TPL icon
103
Texas Pacific Land
TPL
$22.8B
$360K 0.06%
1,158
+87
PEP icon
104
PepsiCo
PEP
$200B
$351K 0.06%
+2,497
GD icon
105
General Dynamics
GD
$99.6B
$350K 0.06%
+1,027
ETN icon
106
Eaton
ETN
$130B
$342K 0.06%
915
+123
SONY icon
107
Sony
SONY
$144B
$342K 0.06%
11,887
+1,052
APH icon
108
Amphenol
APH
$189B
$339K 0.06%
+2,741
IEMG icon
109
iShares Core MSCI Emerging Markets ETF
IEMG
$129B
$337K 0.06%
5,107
-21
VO icon
110
Vanguard Mid-Cap ETF
VO
$94.7B
$335K 0.06%
1,142
+258
MU icon
111
Micron Technology
MU
$379B
$335K 0.06%
+2,002
PNC icon
112
PNC Financial Services
PNC
$84.3B
$334K 0.06%
+1,660
BITB icon
113
Bitwise Bitcoin ETF
BITB
$3.65B
$329K 0.06%
5,282
+1,357
HURN icon
114
Huron Consulting
HURN
$3.17B
$328K 0.06%
2,234
MLI icon
115
Mueller Industries
MLI
$14.5B
$328K 0.05%
+3,242
SHEL icon
116
Shell
SHEL
$208B
$326K 0.05%
4,560
+584
BX icon
117
Blackstone
BX
$123B
$324K 0.05%
1,894
+153
VIG icon
118
Vanguard Dividend Appreciation ETF
VIG
$104B
$322K 0.05%
1,494
+515
SCHE icon
119
Schwab Emerging Markets Equity ETF
SCHE
$12B
$314K 0.05%
9,423
-352
CEG icon
120
Constellation Energy
CEG
$124B
$312K 0.05%
949
+14
ADP icon
121
Automatic Data Processing
ADP
$105B
$308K 0.05%
1,050
+17
HIG icon
122
Hartford Financial Services
HIG
$36.5B
$308K 0.05%
2,307
+249
GEV icon
123
GE Vernova
GEV
$174B
$303K 0.05%
+493
EFA icon
124
iShares MSCI EAFE ETF
EFA
$73.3B
$301K 0.05%
3,225
MUFG icon
125
Mitsubishi UFJ Financial
MUFG
$211B
$300K 0.05%
18,798
+2,725