RA
Riversedge Advisors Portfolio holdings
AUM
$511M
This Quarter Return
-16.67%
1 Year Return
+13.3%
3 Year Return
+43.79%
5 Year Return
+57.49%
10 Year Return
–
AUM
$113M
AUM Growth
+$113M
(+34%)
Cap. Flow
+$37.9M
Cap. Flow
% of AUM
33.57%
Top 10 Holdings %
Top 10 Hldgs %
77.42%
Holding
47
New
12
Increased
13
Reduced
5
Closed
15
Top Buys
| 1 |
Schwab International Equity ETF
SCHF
|
$12.3M |
| 2 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$11.3M |
| 3 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$11.3M |
| 4 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
$8.76M |
| 5 |
Schwab US Large- Cap ETF
SCHX
|
$3.48M |
Top Sells
| 1 |
iShares National Muni Bond ETF
MUB
|
$5.47M |
| 2 |
Schwab US Large-Cap Value ETF
SCHV
|
$4.98M |
| 3 |
Vanguard Growth ETF
VUG
|
$4.15M |
| 4 |
Vanguard Value ETF
VTV
|
$4.15M |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
$2.91M |
Sector Composition
| 1 | Financials | 0.35% |
| 2 | Healthcare | 0.34% |
| 3 | Industrials | 0.19% |
