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
$292M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$6.45M
2
+$2.81M
3
+$2.23M
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.45M
5
HYMB icon
SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$1.27M

Top Sells

1
+$2.81M
2
+$729K
3
+$671K
4
VIOV icon
Vanguard S&P Small-Cap 600 Value ETF
VIOV
+$574K
5
VTWG icon
Vanguard Russell 2000 Growth ETF
VTWG
+$560K

Sector Composition

1 Technology 0.95%
2 Financials 0.94%
3 Healthcare 0.62%
4 Consumer Discretionary 0.33%
5 Communication Services 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$39.9M 13.68%
2,301,000
+2,604
2
$36.7M 12.59%
727,062
+127,807
3
$27.8M 9.52%
433,682
+22,661
4
$23.1M 7.91%
1,191,774
-145,442
5
$23M 7.88%
589,202
-18,683
6
$20M 6.85%
364,478
+40,628
7
$19.7M 6.76%
230,630
+12,665
8
$9.47M 3.25%
378,536
+20,252
9
$9.14M 3.13%
182,759
+20,737
10
$8.58M 2.94%
286,134
+42,242
11
$6.08M 2.08%
69,846
-6,592
12
$5.83M 2%
137,147
-15,774
13
$5.75M 1.97%
26,858
-2,615
14
$5.69M 1.95%
141,958
+10,671
15
$5.24M 1.8%
34,995
+4,990
16
$3.32M 1.14%
67,211
+13,488
17
$3.13M 1.07%
104,405
+17,435
18
$3.06M 1.05%
22,597
+20,787
19
$3.01M 1.03%
57,193
-10,343
20
$2.88M 0.99%
26,200
+1,945
21
$2.32M 0.8%
90,608
+4,856
22
$2.16M 0.74%
21,003
+907
23
$1.9M 0.65%
24,323
+2,304
24
$1.7M 0.58%
12,728
+142
25
$1.55M 0.53%
21,101
+6,028
1
2 3