RA
Riversedge Advisors Portfolio holdings
AUM
$511M
This Quarter Return
+15.06%
1 Year Return
+13.3%
3 Year Return
+43.79%
5 Year Return
+57.49%
10 Year Return
–
AUM
$171M
AUM Growth
+$171M
(+52%)
Cap. Flow
+$42.5M
Cap. Flow
% of AUM
24.8%
Top 10 Holdings %
Top 10 Hldgs %
77.96%
Holding
45
New
13
Increased
25
Reduced
5
Closed
2
Top Buys
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$10.6M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$8.09M |
| 3 |
Vanguard Total Bond Market
BND
|
$4.72M |
| 4 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
$3.45M |
| 5 |
Schwab U.S Small- Cap ETF
SCHA
|
$2.33M |
Top Sells
| 1 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$843K |
| 2 |
iShares MSCI ACWI ETF
ACWI
|
$288K |
| 3 |
Ametek
AME
|
$214K |
| 4 |
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
|
$73.2K |
| 5 |
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% |
