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
$234M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
50
New
Increased
Reduced
Closed

Top Buys

1
+$4.47M
2
+$2.52M
3
+$1.38M
4
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.16M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1.06M

Top Sells

1
+$2.39M
2
+$805K
3
+$781K
4
DOCU icon
DocuSign
DOCU
+$656K
5
BAC icon
Bank of America
BAC
+$418K

Sector Composition

1 Technology 0.71%
2 Healthcare 0.7%
3 Financials 0.4%
4 Consumer Discretionary 0.23%
5 Communication Services 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$37.3M 15.94%
2,329,188
-149,238
2
$28.9M 12.35%
588,086
+10,272
3
$20.5M 8.76%
1,089,278
+73,534
4
$19.4M 8.3%
344,134
+18,728
5
$18.9M 8.09%
499,034
+30,722
6
$16.7M 7.15%
197,451
+29,710
7
$14.5M 6.19%
264,714
+19,407
8
$8.87M 3.79%
355,948
-32,288
9
$7.98M 3.41%
153,327
+3,654
10
$6.09M 2.6%
205,246
+11,480
11
$5.85M 2.5%
67,200
+682
12
$5.53M 2.37%
25,285
+526
13
$5.4M 2.31%
123,348
+8,046
14
$4.92M 2.1%
122,895
+14,435
15
$4.47M 1.91%
+31,569
16
$3.39M 1.45%
65,692
+8,320
17
$2.59M 1.11%
52,253
+227
18
$2.38M 1.02%
21,875
+2,614
19
$2.33M 1%
75,933
+7,016
20
$1.97M 0.84%
76,898
+11,212
21
$1.86M 0.8%
18,870
+2,278
22
$1.76M 0.75%
14,032
-112
23
$1.36M 0.58%
17,525
+1,293
24
$1.29M 0.55%
49,431
+3,944
25
$1.24M 0.53%
29,110
-80
1
2