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
$410M
AUM Growth
+$4.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$14.5M
3
+$3.46M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.08M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.1M

Top Sells

1
+$26.7M
2
+$3.95M
3
+$3.78M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.71M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$681K

Sector Composition

1 Technology 6.84%
2 Communication Services 0.77%
3 Healthcare 0.73%
4 Financials 0.72%
5 Consumer Discretionary 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$40.6M 9.91%
1,897,923
-184,371
2
$29.6M 7.22%
369,309
-5,952
3
$27M 6.57%
371,148
-367,963
4
$26.1M 6.35%
534,521
-3,128
5
$25M 6.1%
543,277
-82,072
6
$21.7M 5.28%
1,128,080
-13,304
7
$19.3M 4.72%
91,862
+510
8
$19.3M 4.71%
117,543
+12,647
9
$15.5M 3.79%
+432,417
10
$15.2M 3.72%
257,489
+7,964
11
$15.2M 3.7%
640,114
-13,658
12
$14.5M 3.52%
+522,505
13
$14M 3.41%
282,859
-34,515
14
$12.3M 2.99%
280,609
+25,172
15
$9.97M 2.43%
228,847
+13,304
16
$8.26M 2.01%
22,090
-41
17
$7.65M 1.87%
149,299
+67,537
18
$7.64M 1.86%
152,377
-13,596
19
$6.29M 1.53%
75,136
-2,019
20
$6.02M 1.47%
165,991
+8,444
21
$4.9M 1.19%
25,622
-1,311
22
$4.89M 1.19%
30,514
-2,498
23
$4.35M 1.06%
115,541
-5,152
24
$3.84M 0.94%
76,298
+6,339
25
$3.64M 0.89%
14,570
+332
1
2 3 4