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
$406M
AUM Growth
+$40.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$8.66M
2
+$6.79M
3
+$2.21M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.18M
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$1.81M

Top Sells

1
+$2.46M
2
+$702K
3
+$584K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$497K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$449K

Sector Composition

1 Technology 5.62%
2 Healthcare 0.76%
3 Financials 0.69%
4 Communication Services 0.63%
5 Consumer Discretionary 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$54.9M 13.52%
739,111
+29,363
2
$43.1M 10.62%
2,082,294
-33,939
3
$29M 7.15%
625,349
+146,488
4
$27.5M 6.77%
375,261
+240
5
$26.9M 6.64%
537,649
+1,012
6
$22.3M 5.49%
1,141,384
-2,968
7
$17.8M 4.38%
104,896
-1,489
8
$16.1M 3.97%
653,772
-20,186
9
$15.9M 3.92%
317,374
-8,945
10
$15.7M 3.86%
91,352
+50,488
11
$14.4M 3.54%
249,525
+31,389
12
$10.7M 2.63%
255,437
+6,982
13
$10.6M 2.61%
215,543
-4,193
14
$8.4M 2.07%
165,973
-11,533
15
$7.62M 1.88%
22,131
-161
16
$6.82M 1.68%
77,155
-2,117
17
$5.76M 1.42%
157,547
+12,937
18
$5.38M 1.33%
33,012
+175
19
$5.31M 1.31%
26,933
+158
20
$4.37M 1.08%
120,693
-2,598
21
$4.19M 1.03%
81,762
-47,939
22
$3.71M 0.92%
14,238
+1,505
23
$3.55M 0.88%
69,959
+43,510
24
$3.48M 0.86%
135,596
-2,138
25
$3.18M 0.78%
60,893
+2,689
1
2 3 4