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
$171M
AUM Growth
+$58.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$8.09M
3
+$4.72M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$3.45M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$2.33M

Top Sells

1
+$843K
2
+$288K
3
+$214K
4
SHM icon
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$73.2K
5
BAC icon
Bank of America
BAC
+$50K

Sector Composition

1 Healthcare 1.2%
2 Technology 0.95%
3 Financials 0.55%
4 Consumer Discretionary 0.28%
5 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$28.2M 16.44%
2,280,492
+855,930
2
$20M 11.68%
515,867
+208,450
3
$14.5M 8.49%
977,750
+28,318
4
$14.4M 8.38%
319,477
+3,830
5
$13.9M 8.1%
157,120
+53,377
6
$12.9M 7.56%
446,649
+10,835
7
$12.7M 7.41%
234,489
+63,724
8
$5.89M 3.44%
360,344
+142,844
9
$5.83M 3.4%
147,190
+54,982
10
$5.22M 3.05%
185,316
+49,114
11
$3.8M 2.22%
37,544
+13,692
12
$3.72M 2.17%
111,258
+3,902
13
$3.69M 2.15%
24,494
+280
14
$3.37M 1.97%
64,604
+1,476
15
$2.6M 1.52%
51,848
+20,812
16
$2.33M 1.36%
46,727
-1,468
17
$1.97M 1.15%
18,004
+6,470
18
$1.91M 1.12%
62,194
+22,461
19
$1.42M 0.83%
13,939
-419
20
$1.36M 0.79%
52,624
+14,862
21
$1.19M 0.7%
15,325
+284
22
$1.11M 0.65%
42,366
+11,351
23
$1.05M 0.61%
11,976
+4,203
24
$1M 0.58%
28,969
-761
25
$662K 0.39%
3,470
+1,251
1
2