RA
Riversedge Advisors Portfolio holdings
AUM
$511M
This Quarter Return
-12.78%
1 Year Return
+13.3%
3 Year Return
+43.79%
5 Year Return
+57.49%
10 Year Return
–
AUM
$269M
AUM Growth
+$269M
(-12%)
Cap. Flow
+$1.85M
Cap. Flow
% of AUM
0.69%
Top 10 Holdings %
Top 10 Hldgs %
69.19%
Holding
74
New
7
Increased
23
Reduced
27
Closed
8
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$3.09M |
| 2 |
iShares S&P 500 Growth ETF
IVW
|
$2.84M |
| 3 |
Vanguard Value ETF
VTV
|
$1.87M |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$1.51M |
| 5 |
Vanguard Growth ETF
VUG
|
$1.44M |
Top Sells
| 1 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$3.49M |
| 2 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$1.83M |
| 3 |
iShares National Muni Bond ETF
MUB
|
$1.44M |
| 4 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
$1.26M |
| 5 |
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% |
