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
$309M
AUM Growth
+$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$5.74M
2
+$5.22M
3
+$2.29M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.25M
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$2.21M

Top Sells

1
+$3.02M
2
+$2.46M
3
+$1.12M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.1M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$906K

Sector Composition

1 Technology 1.92%
2 Healthcare 0.63%
3 Financials 0.32%
4 Communication Services 0.21%
5 Consumer Discretionary 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$45.5M 14.73%
1,083,557
+136,758
2
$33.5M 10.85%
2,227,014
-16,791
3
$20.2M 6.53%
398,041
+45,161
4
$19.7M 6.37%
505,850
+42,280
5
$19.1M 6.18%
265,695
-4,930
6
$18.9M 6.11%
1,171,646
-187,640
7
$16.6M 5.39%
426,704
+133,930
8
$10.4M 3.37%
210,499
-10,915
9
$8.49M 2.75%
137,778
+32,698
10
$8.1M 2.62%
399,746
+10,226
11
$7.91M 2.56%
56,357
+1,269
12
$7.55M 2.44%
53,437
-5,856
13
$6.15M 1.99%
78,304
-6,034
14
$5.42M 1.75%
221,174
+55,146
15
$5.21M 1.69%
154,416
-2,734
16
$5.1M 1.65%
39,255
-218
17
$4.89M 1.58%
22,923
+2,824
18
$4.64M 1.5%
210,729
-3,300
19
$4.4M 1.42%
133,421
-74,599
20
$4.3M 1.39%
119,585
+22,179
21
$4.27M 1.38%
27,428
-7,200
22
$3.9M 1.26%
36,948
+7,126
23
$3.26M 1.06%
38,521
+809
24
$3.15M 1.02%
130,073
-2,600
25
$3.03M 0.98%
7,889
+5,862
1
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