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
$113M
AUM Growth
+$28.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$11.3M
3
+$11.3M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$8.76M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$3.48M

Top Sells

1
+$5.47M
2
+$4.98M
3
+$4.15M
4
VTV icon
Vanguard Value ETF
VTV
+$4.15M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.91M

Sector Composition

1 Financials 0.35%
2 Healthcare 0.34%
3 Industrials 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.5M 12.89%
1,424,562
+341,232
2
$12.3M 10.87%
+949,432
3
$11.3M 10%
+315,647
4
$11.3M 9.98%
+435,814
5
$10.2M 9.08%
307,417
+4,028
6
$9.03M 8%
170,765
+165,528
7
$8.85M 7.85%
103,743
+7,561
8
$3.73M 3.3%
136,202
+123,786
9
$3.09M 2.74%
92,208
-20,322
10
$3.06M 2.71%
+107,356
11
$2.8M 2.48%
217,500
+34,300
12
$2.79M 2.47%
+24,214
13
$2.73M 2.42%
+63,128
14
$2.36M 2.09%
+48,195
15
$2.26M 2%
23,852
+8,599
16
$1.51M 1.34%
31,036
+1,887
17
$1.33M 1.18%
14,537
+10,487
18
$1.3M 1.15%
+14,358
19
$1.13M 1%
39,733
-35,498
20
$1.11M 0.99%
11,534
-3,086
21
$1.06M 0.94%
+15,041
22
$977K 0.87%
37,762
+2,964
23
$904K 0.8%
+29,730
24
$760K 0.67%
+31,015
25
$624K 0.55%
7,773
+769
1
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