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
MEDP icon
176
Medpace
MEDP
$14.6B
$219K 0.04%
+426
VEEV icon
177
Veeva Systems
VEEV
$48B
$217K 0.04%
+730
FIX icon
178
Comfort Systems
FIX
$29.6B
$216K 0.04%
+262
VOT icon
179
Vanguard Mid-Cap Growth ETF
VOT
$17.7B
$216K 0.04%
734
-7
UBS icon
180
UBS Group
UBS
$123B
$215K 0.04%
+5,252
QCOM icon
181
Qualcomm
QCOM
$177B
$215K 0.04%
+1,293
ALNY icon
182
Alnylam Pharmaceuticals
ALNY
$63.1B
$215K 0.04%
+471
MMC icon
183
Marsh & McLennan
MMC
$91.4B
$215K 0.04%
+1,065
WFC icon
184
Wells Fargo
WFC
$265B
$213K 0.04%
+2,545
HDB icon
185
HDFC Bank
HDB
$181B
$212K 0.04%
+6,218
BBVA icon
186
Banco Bilbao Vizcaya Argentaria
BBVA
$112B
$211K 0.04%
+10,977
PSX icon
187
Phillips 66
PSX
$51.9B
$211K 0.04%
+1,553
MOH icon
188
Molina Healthcare
MOH
$10.2B
$211K 0.04%
+1,101
ITOT icon
189
iShares Core S&P Total US Stock Market ETF
ITOT
$77.6B
$208K 0.03%
+1,431
GM icon
190
General Motors
GM
$54.6B
$204K 0.03%
+3,346
EXR icon
191
Extra Space Storage
EXR
$32.3B
$204K 0.03%
+1,447
BBY icon
192
Best Buy
BBY
$16.5B
$202K 0.03%
+2,676
KMI icon
193
Kinder Morgan
KMI
$60.5B
$201K 0.03%
+7,092
ADT icon
194
ADT
ADT
$7B
$178K 0.03%
+20,439
MFG icon
195
Mizuho Financial
MFG
$78.1B
$133K 0.02%
19,872
+2,910
LYG icon
196
Lloyds Banking Group
LYG
$66.5B
$126K 0.02%
27,813
+2,133
BBD icon
197
Banco Bradesco
BBD
$34.5B
$99.3K 0.02%
29,374
+1,473
ABEV icon
198
Ambev
ABEV
$34.8B
$39.7K 0.01%
17,794
-3,156
SCHG icon
199
Schwab US Large-Cap Growth ETF
SCHG
$51.8B
– –
-7,616
AXON icon
200
Axon Enterprise
AXON
$51.2B
– –
-257
4 5 6 7
8