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
$441M
AUM Growth
+$30.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$5.85M
3
+$3.16M
4
OSEA icon
Harbor International Compounders ETF
OSEA
+$3.13M
5
JMUB icon
JPMorgan Municipal ETF
JMUB
+$2.6M

Top Sells

1
+$9.97M
2
+$7.65M
3
+$3.92M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.33M
5
QCOM icon
Qualcomm
QCOM
+$284K

Sector Composition

1 Technology 6.89%
2 Healthcare 0.81%
3 Financials 0.79%
4 Communication Services 0.74%
5 Consumer Discretionary 0.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$41.6M 9.43%
1,838,943
-58,980
2
$31.9M 7.23%
665,386
+122,109
3
$30.5M 6.92%
367,674
-1,635
4
$28.6M 6.48%
540,478
+5,957
5
$25M 5.68%
320,860
-50,288
6
$22.9M 5.2%
1,114,694
-13,386
7
$22.5M 5.1%
125,426
+7,883
8
$21.5M 4.88%
92,255
+393
9
$19.6M 4.45%
515,301
+82,884
10
$18.2M 4.14%
630,672
+108,167
11
$16.8M 3.8%
650,768
+10,654
12
$16M 3.62%
261,310
+3,821
13
$14.9M 3.38%
282,466
-393
14
$13.6M 3.09%
285,134
+4,525
15
$10.6M 2.41%
+396,721
16
$8.49M 1.92%
22,104
+14
17
$7.57M 1.72%
148,172
-4,205
18
$6.72M 1.52%
72,642
-2,494
19
$6.67M 1.51%
177,248
+11,257
20
$6.51M 1.48%
126,988
+50,690
21
$5.38M 1.22%
30,820
+306
22
$5.27M 1.2%
25,421
-201
23
$4.72M 1.07%
114,243
-1,298
24
$3.92M 0.89%
14,658
+88
25
$3.4M 0.77%
129,612
+12
1
2 3 4 5