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
$269M
AUM Growth
-$38.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$2.84M
3
+$1.87M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.51M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.44M

Top Sells

1
+$3.49M
2
+$1.83M
3
+$1.44M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1.26M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$954K

Sector Composition

1 Technology 1.01%
2 Healthcare 0.66%
3 Financials 0.6%
4 Communication Services 0.41%
5 Consumer Discretionary 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$35.2M 13.06%
861,657
+75,765
2
$34.9M 12.97%
2,346,087
-64,062
3
$20.1M 7.48%
1,280,130
-18,830
4
$19.7M 7.32%
261,926
+14,121
5
$19.5M 7.24%
529,305
-49,791
6
$17.9M 6.64%
342,047
-66,837
7
$13.2M 4.92%
265,384
-25,254
8
$9.79M 3.64%
235,076
+36,320
9
$9.24M 3.43%
473,738
+26,826
10
$6.73M 2.5%
51,058
+14,160
11
$6.11M 2.27%
79,322
+12,798
12
$5.75M 2.14%
165,436
+18,707
13
$5.35M 1.99%
158,677
+6,831
14
$5.21M 1.93%
202,692
-25,934
15
$4.87M 1.81%
36,255
-598
16
$4.08M 1.52%
27,229
+1,686
17
$4M 1.48%
17,934
+6,462
18
$3.85M 1.43%
36,226
-13,558
19
$3.15M 1.17%
36,979
-260
20
$3.15M 1.17%
128,680
-15,058
21
$2.98M 1.11%
59,378
-2,134
22
$2.84M 1.06%
+47,093
23
$2.5M 0.93%
101,484
+2,114
24
$2.23M 0.83%
23,603
+271
25
$1.82M 0.67%
38,451
-14,796
1
2 3