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
$84.5M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$1.32M
3
+$1.01M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$547K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$436K

Top Sells

1
+$266K
2
+$214K
3
+$88.6K
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$55.2K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$13.8K

Sector Composition

1 Financials 0.73%
2 Healthcare 0.5%
3 Industrials 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.9M 16.42%
1,083,330
+107,706
2
$13.4M 15.83%
303,389
+29,970
3
$8.07M 9.55%
96,182
+12,093
4
$5.47M 6.48%
48,037
+3,598
5
$5M 5.92%
112,530
+12,296
6
$4.98M 5.9%
248,526
+17,262
7
$4.15M 4.92%
22,792
+1,959
8
$4.15M 4.91%
34,590
+3,148
9
$3.46M 4.1%
183,200
+20,908
10
$2.91M 3.45%
44,659
+6,676
11
$2.56M 3.03%
75,231
+8,140
12
$1.94M 2.29%
30,210
+1,629
13
$1.68M 1.98%
14,620
+1,672
14
$1.67M 1.98%
15,253
+1,843
15
$1.44M 1.7%
29,149
+4,256
16
$916K 1.08%
4,612
+484
17
$878K 1.04%
34,798
+4,418
18
$877K 1.04%
6,397
+769
19
$767K 0.91%
14,270
+2,776
20
$747K 0.88%
7,000
-2,006
21
$671K 0.79%
7,004
+2,039
22
$614K 0.73%
17,435
+321
23
$571K 0.68%
8,709
-144
24
$538K 0.64%
11,104
-284
25
$370K 0.44%
4,050
-970
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