RA

Riversedge Advisors Portfolio holdings

AUM $618M
1-Year Est. Return 19.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$615M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$5.38M
3
+$4.99M
4
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$3.45M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.08M

Top Sells

1
+$11.9M
2
+$4.39M
3
+$3.72M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.23M
5
ETH
Grayscale Ethereum Staking Mini ETF Shares
ETH
+$1.42M

Sector Composition

1 Technology 8.83%
2 Financials 2.48%
3 Consumer Discretionary 1.79%
4 Communication Services 1.59%
5 Healthcare 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IWF icon
126
iShares Russell 1000 Growth ETF
IWF
$124B
$332K 0.05%
701
-103
TD icon
127
Toronto Dominion Bank
TD
$174B
$332K 0.05%
3,523
+173
ABNB icon
128
Airbnb
ABNB
$82.6B
$331K 0.05%
2,439
+449
VIG icon
129
Vanguard Dividend Appreciation ETF
VIG
$104B
$329K 0.05%
1,498
+4
ACN icon
130
Accenture
ACN
$119B
$329K 0.05%
+1,225
TM icon
131
Toyota
TM
$277B
$320K 0.05%
1,494
+44
AME icon
132
Ametek
AME
$52.7B
$320K 0.05%
1,557
+11
MUFG icon
133
Mitsubishi UFJ Financial
MUFG
$207B
$315K 0.05%
19,876
+1,078
KO icon
134
Coca-Cola
KO
$324B
$314K 0.05%
4,487
+283
MEDP icon
135
Medpace
MEDP
$14.7B
$313K 0.05%
558
+132
EFA icon
136
iShares MSCI EAFE ETF
EFA
$76B
$310K 0.05%
3,225
SONY icon
137
Sony
SONY
$127B
$310K 0.05%
12,096
+209
SNOW icon
138
Snowflake
SNOW
$49.6B
$308K 0.05%
1,405
+80
ORCL icon
139
Oracle
ORCL
$513B
$308K 0.05%
1,578
-127
PANW icon
140
Palo Alto Networks
PANW
$135B
$307K 0.05%
1,667
+385
TPL icon
141
Texas Pacific Land
TPL
$29.4B
$306K 0.05%
1,067
-91
BK icon
142
Bank of New York Mellon
BK
$92.8B
$306K 0.05%
2,633
+223
NTRA icon
143
Natera
NTRA
$27.8B
$304K 0.05%
+1,327
FTI icon
144
TechnipFMC
FTI
$28.8B
$301K 0.05%
6,765
+1,176
SCHE icon
145
Schwab Emerging Markets Equity ETF
SCHE
$12.3B
$298K 0.05%
9,091
-332
SPY icon
146
State Street SPDR S&P 500 ETF Trust
SPY
$712B
$297K 0.05%
435
+1
SAP icon
147
SAP
SAP
$207B
$296K 0.05%
1,219
-212
CRWD icon
148
CrowdStrike
CRWD
$106B
$295K 0.05%
629
+72
PSX icon
149
Phillips 66
PSX
$64.7B
$294K 0.05%
2,275
+722
ETN icon
150
Eaton
ETN
$152B
$292K 0.05%
917
+2
4 5
6
7 8