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
$343M
AUM Growth
+$34.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$5.75M
2
+$4.44M
3
+$2.88M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.5M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.32M

Top Sells

1
+$3.26M
2
+$3.15M
3
+$2.42M
4
EBND icon
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
+$1.06M
5
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$886K

Sector Composition

1 Technology 2.37%
2 Healthcare 0.52%
3 Financials 0.46%
4 Energy 0.32%
5 Communication Services 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$46.5M 13.54%
1,029,917
-53,640
2
$36.2M 10.53%
2,243,694
+16,680
3
$22.6M 6.57%
407,692
+9,651
4
$21.1M 6.15%
519,173
+13,323
5
$20.3M 5.9%
1,164,532
-7,114
6
$19.7M 5.73%
266,523
+828
7
$19.6M 5.69%
484,090
+57,386
8
$15M 4.36%
223,842
+86,064
9
$10.3M 3%
203,478
-7,021
10
$10.2M 2.98%
70,724
+17,287
11
$10.1M 2.95%
483,240
+83,494
12
$7.72M 2.25%
55,876
-481
13
$6.65M 1.94%
40,343
+1,088
14
$6.23M 1.81%
77,112
-1,192
15
$6.1M 1.78%
160,250
+40,665
16
$5.74M 1.67%
229,419
+8,245
17
$5.7M 1.66%
22,871
-52
18
$5.39M 1.57%
155,170
+754
19
$4.62M 1.34%
211,224
+495
20
$4.61M 1.34%
134,960
+1,539
21
$4.47M 1.3%
27,092
-336
22
$4.44M 1.29%
+87,781
23
$4.01M 1.17%
9,759
+1,870
24
$3.88M 1.13%
36,012
-936
25
$3.63M 1.06%
16,776
+2,480
1
2 3 4