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
SNOW icon
126
Snowflake
SNOW
$81.6B
$299K 0.05%
+1,325
SAN icon
127
Banco Santander
SAN
$145B
$298K 0.05%
28,439
+2,940
CB icon
128
Chubb
CB
$107B
$295K 0.05%
+1,044
HCA icon
129
HCA Healthcare
HCA
$99.7B
$292K 0.05%
+685
MAR icon
130
Marriott International
MAR
$70.8B
$291K 0.05%
1,116
+7
AME icon
131
Ametek
AME
$42.8B
$291K 0.05%
+1,546
LRCX icon
132
Lam Research
LRCX
$178B
$289K 0.05%
+2,162
SPY icon
133
SPDR S&P 500 ETF Trust
SPY
$660B
$289K 0.05%
434
+1
UBER icon
134
Uber
UBER
$192B
$283K 0.05%
+2,889
OTIS icon
135
Otis Worldwide
OTIS
$35.8B
$280K 0.05%
+3,062
KO icon
136
Coca-Cola
KO
$295B
$279K 0.05%
4,204
-58
TM icon
137
Toyota
TM
$258B
$277K 0.05%
1,450
+242
UL icon
138
Unilever
UL
$155B
$276K 0.05%
4,660
+234
CRWD icon
139
CrowdStrike
CRWD
$122B
$273K 0.05%
+557
INTU icon
140
Intuit
INTU
$184B
$269K 0.05%
394
+32
TD icon
141
Toronto Dominion Bank
TD
$135B
$268K 0.04%
3,350
+356
LYFT icon
142
Lyft
LYFT
$8.1B
$267K 0.04%
+12,127
UI icon
143
Ubiquiti
UI
$45.3B
$267K 0.04%
+404
UAL icon
144
United Airlines
UAL
$32.1B
$267K 0.04%
+2,762
SCHW icon
145
Charles Schwab
SCHW
$171B
$263K 0.04%
+2,758
BK icon
146
Bank of New York Mellon
BK
$74.7B
$263K 0.04%
+2,410
AZO icon
147
AutoZone
AZO
$67.2B
$262K 0.04%
+61
PANW icon
148
Palo Alto Networks
PANW
$141B
$261K 0.04%
+1,282
FDX icon
149
FedEx
FDX
$56.1B
$257K 0.04%
+1,089
PCG icon
150
PG&E
PCG
$36.1B
$254K 0.04%
+16,874