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
$315M
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$3.3M
2
+$1.67M
3
+$1.63M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$1.62M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.61M

Top Sells

1
+$2.38M
2
+$1.33M
3
+$886K
4
SHM icon
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$516K
5
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
+$354K

Sector Composition

1 Technology 1.13%
2 Financials 0.93%
3 Healthcare 0.65%
4 Communication Services 0.48%
5 Consumer Discretionary 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$45.3M 14.36%
2,385,966
+84,966
2
$38.8M 12.29%
759,077
+32,015
3
$31.3M 9.93%
432,024
-1,658
4
$25M 7.93%
595,453
+6,251
5
$24.8M 7.86%
1,275,016
+83,242
6
$20.5M 6.51%
242,259
+11,629
7
$17.6M 5.59%
321,043
-43,435
8
$10.2M 3.22%
397,156
+18,620
9
$9.56M 3.03%
193,272
+10,513
10
$7.26M 2.3%
241,702
-44,432
11
$6.52M 2.07%
157,167
+20,020
12
$6.25M 1.98%
69,272
-574
13
$5.95M 1.89%
149,371
+7,413
14
$5.92M 1.88%
36,398
+1,403
15
$5.64M 1.79%
26,424
-434
16
$4M 1.27%
27,226
+4,629
17
$3.59M 1.14%
32,905
+6,705
18
$3.37M 1.07%
117,832
+13,427
19
$3.3M 1.05%
+28,342
20
$3.08M 0.98%
59,946
+2,753
21
$2.79M 0.88%
56,717
-10,494
22
$2.33M 0.74%
21,469
+466
23
$2.29M 0.73%
90,138
-470
24
$1.88M 0.6%
12,459
-269
25
$1.73M 0.55%
21,381
+280
1
2 3