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
$448M
AUM Growth
+$6.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$39.6M
2
+$34.2M
3
+$28.4M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$8.82M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$8M

Top Sells

1
+$32M
2
+$19.5M
3
+$15.9M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$15.1M
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$9.59M

Sector Composition

1 Technology 6.53%
2 Financials 1.35%
3 Healthcare 0.93%
4 Consumer Discretionary 0.91%
5 Communication Services 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$40.5M 9.03%
551,003
+539,495
2
$35.3M 7.87%
511,906
+496,205
3
$28.9M 6.45%
359,669
-3,278
4
$28.7M 6.4%
111,681
+110,388
5
$27.7M 6.18%
542,275
-1,874
6
$25.3M 5.64%
1,145,220
-682,094
7
$23.5M 5.25%
135,882
+9,369
8
$22.2M 4.96%
1,123,658
-6,369
9
$21M 4.69%
464,378
+176,717
10
$20M 4.46%
264,431
-54,012
11
$19.7M 4.39%
88,574
-4,249
12
$14.3M 3.2%
282,293
-4,105
13
$12.9M 2.87%
259,465
+112,866
14
$8.85M 1.97%
23,865
+1,862
15
$8.82M 1.97%
+180,650
16
$6.87M 1.53%
293,045
-352,573
17
$6.75M 1.51%
+64,547
18
$6.05M 1.35%
72,052
-464
19
$5.89M 1.31%
34,120
+3,175
20
$4.78M 1.07%
86,839
-174,023
21
$4.54M 1.01%
24,335
-1,003
22
$4.48M 1%
113,810
-1,671
23
$3.65M 0.81%
14,500
-1,197
24
$2.93M 0.65%
+62,521
25
$2.71M 0.6%
110,540
-292,431
1
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