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
$307M
AUM Growth
-$7.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$2.58M
2
+$2.35M
3
+$1.43M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.29M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.18M

Top Sells

1
+$1.57M
2
+$1.53M
3
+$683K
4
EBND icon
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
+$477K
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$403K

Sector Composition

1 Technology 1.09%
2 Financials 0.88%
3 Healthcare 0.69%
4 Communication Services 0.45%
5 Consumer Discretionary 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$43.3M 14.07%
2,410,149
+24,183
2
$37.7M 12.28%
785,892
+26,815
3
$27.1M 8.8%
408,884
-23,140
4
$24.2M 7.86%
579,096
-16,357
5
$23.8M 7.76%
1,298,960
+23,944
6
$19.7M 6.41%
247,805
+5,546
7
$15M 4.87%
290,638
-30,405
8
$10.6M 3.44%
446,912
+49,756
9
$9.17M 2.98%
198,756
+5,484
10
$6.3M 2.05%
228,626
-13,076
11
$5.89M 1.92%
66,524
-2,748
12
$5.81M 1.89%
36,853
+455
13
$5.73M 1.86%
151,846
+2,475
14
$5.67M 1.84%
146,729
-10,438
15
$5.46M 1.78%
49,784
+21,442
16
$5.45M 1.77%
36,898
+9,672
17
$4.75M 1.55%
25,543
-881
18
$3.88M 1.26%
143,738
+25,906
19
$3.64M 1.18%
37,239
+4,334
20
$3.3M 1.07%
11,472
+8,980
21
$3.15M 1.02%
61,512
+1,566
22
$2.52M 0.82%
53,247
-3,470
23
$2.46M 0.8%
99,370
+9,232
24
$2.45M 0.8%
23,332
+1,863
25
$2.26M 0.73%
39,341
+12,531
1
2 3