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
$365M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$22.5M
2
+$12.1M
3
+$2.86M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.02M
5
JMUB icon
JPMorgan Municipal ETF
JMUB
+$1.35M

Top Sells

1
+$15.5M
2
+$11.7M
3
+$9.07M
4
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$6.27M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1.69M

Sector Composition

1 Technology 3.43%
2 Healthcare 0.75%
3 Financials 0.71%
4 Consumer Discretionary 0.59%
5 Communication Services 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$49.9M 13.68%
709,748
+7,925
2
$39.8M 10.9%
2,116,233
+71,328
3
$25M 6.86%
536,637
-1,377
4
$24.4M 6.68%
375,021
+642
5
$22.5M 6.15%
+478,861
6
$21.1M 5.79%
1,144,352
+10,532
7
$16.8M 4.6%
106,385
-3,445
8
$15.9M 4.36%
673,958
+121,090
9
$15.6M 4.28%
326,319
+42,094
10
$12.1M 3.31%
+218,136
11
$10.6M 2.89%
219,736
-6,279
12
$10.2M 2.8%
248,455
-285,159
13
$9.06M 2.48%
177,506
-33,101
14
$7.87M 2.16%
40,864
+164
15
$7.02M 1.92%
79,272
+4,228
16
$6.93M 1.9%
22,292
-252
17
$6.65M 1.82%
129,701
-176,908
18
$5.26M 1.44%
144,610
-172,621
19
$4.91M 1.35%
26,775
+1,253
20
$4.91M 1.34%
32,837
+1,132
21
$4.37M 1.2%
123,291
-683
22
$3.48M 0.95%
137,734
-66,383
23
$3.08M 0.84%
12,733
+861
24
$3.01M 0.82%
58,204
-22,212
25
$2.61M 0.72%
24,084
-8,785
1
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