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
$71.2M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$10.8M
3
+$7.16M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$5.12M
5
SCHV icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.2M 15.67%
+975,624
2
$10.8M 15.2%
+273,419
3
$7.16M 10.06%
+84,089
4
$5.12M 7.19%
+44,439
5
$4.16M 5.85%
+231,264
6
$3.96M 5.57%
+100,234
7
$3.4M 4.78%
+20,833
8
$3.34M 4.69%
+31,442
9
$2.74M 3.85%
+162,292
10
$2.22M 3.12%
+37,983
11
$2.21M 3.11%
+67,091
12
$1.85M 2.6%
+28,581
13
$1.48M 2.08%
+12,948
14
$1.46M 2.05%
+13,410
15
$1.23M 1.73%
+24,893
16
$964K 1.35%
+9,006
17
$771K 1.08%
+30,380
18
$748K 1.05%
+4,128
19
$680K 0.96%
+5,628
20
$558K 0.78%
+8,853
21
$543K 0.76%
+11,494
22
$504K 0.71%
+11,388
23
$461K 0.65%
+4,965
24
$460K 0.65%
+5,020
25
$453K 0.64%
+17,114
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