RA
Riversedge Advisors Portfolio holdings
AUM
$511M
This Quarter Return
+2.5%
1 Year Return
+13.3%
3 Year Return
+43.79%
5 Year Return
+57.49%
10 Year Return
–
AUM
$71.2M
AUM Growth
–
Cap. Flow
+$71.2M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
75.99%
Holding
35
New
35
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$11.2M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$10.8M |
| 3 |
Vanguard Total Bond Market
BND
|
$7.16M |
| 4 |
iShares National Muni Bond ETF
MUB
|
$5.12M |
| 5 |
Schwab US Large-Cap Value ETF
SCHV
|
$4.16M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 0.64% |
| 2 | Industrials | 0.35% |
| 3 | Healthcare | 0.31% |
