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
$216M
AUM Growth
+$26.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
50
New
Increased
Reduced
Closed

Top Buys

1
+$4.35M
2
+$1.49M
3
+$1.1M
4
QCOM icon
Qualcomm
QCOM
+$357K
5
SHM icon
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$274K

Top Sells

1
+$4.07M
2
+$254K
3
+$34.3K
4
ELD icon
WisdomTree Emerging Markets Local Debt Fund
ELD
+$29.6K
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$26.1K

Sector Composition

1 Technology 1.28%
2 Healthcare 1.09%
3 Financials 0.54%
4 Consumer Discretionary 0.26%
5 Communication Services 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$37.6M 17.41%
2,478,426
+72,852
2
$27.3M 12.64%
577,814
+31,570
3
$18.3M 8.48%
1,015,744
+11,904
4
$18M 8.34%
325,406
+1,195
5
$16.1M 7.46%
468,312
+6,019
6
$14.8M 6.86%
167,741
+2,405
7
$13.5M 6.28%
245,307
-472
8
$8.64M 4%
388,236
+6,820
9
$7.5M 3.48%
149,673
-5,063
10
$5.71M 2.65%
193,766
+1,834
11
$5.16M 2.39%
24,759
-33
12
$4.86M 2.25%
115,302
+1,419
13
$4.67M 2.16%
66,518
+204
14
$4.35M 2.01%
+108,460
15
$2.93M 1.36%
57,372
+1,261
16
$2.59M 1.2%
52,026
+5,500
17
$2.29M 1.06%
68,917
+2,904
18
$2.23M 1.04%
19,261
+355
19
$1.7M 0.79%
14,144
+542
20
$1.69M 0.78%
65,686
+6,392
21
$1.61M 0.75%
16,592
+1,580
22
$1.34M 0.62%
16,232
+210
23
$1.28M 0.59%
45,487
+748
24
$1.21M 0.56%
29,190
+1,130
25
$997K 0.46%
7,511
+2
1
2