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
$277M
AUM Growth
+$7.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$5.54M
2
+$4.42M
3
+$3.81M
4
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$3.17M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.1M

Top Sells

1
+$2.27M
2
+$2.12M
3
+$1.59M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.44M
5
HYMB icon
SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$878K

Sector Composition

1 Technology 2.54%
2 Healthcare 0.62%
3 Financials 0.39%
4 Consumer Discretionary 0.37%
5 Communication Services 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$34.4M 12.45%
946,799
+85,142
2
$31.7M 11.45%
2,243,805
-102,282
3
$19.3M 6.98%
270,625
+8,699
4
$19.1M 6.91%
1,359,286
+79,156
5
$17.7M 6.39%
352,880
+10,833
6
$16M 5.78%
463,570
-65,735
7
$10.7M 3.86%
292,774
+57,698
8
$10.7M 3.85%
221,414
-43,970
9
$7.55M 2.73%
59,293
+23,038
10
$7.36M 2.66%
389,520
-84,218
11
$6.8M 2.46%
55,088
+4,030
12
$6.46M 2.33%
208,020
+42,584
13
$6.02M 2.18%
84,338
+5,016
14
$5.54M 2%
+105,080
15
$5.46M 1.97%
39,473
+31,995
16
$5.21M 1.88%
34,628
+7,399
17
$5.14M 1.86%
157,150
-1,527
18
$4.3M 1.55%
20,099
+2,165
19
$4.17M 1.51%
214,029
+195,114
20
$3.98M 1.44%
166,028
-36,664
21
$3.17M 1.14%
+97,406
22
$3.06M 1.11%
29,822
-6,404
23
$3.02M 1.09%
132,673
+3,993
24
$2.99M 1.08%
37,712
+733
25
$2.85M 1.03%
59,315
-63
1
2 3 4