RA
Riverstone Advisors Portfolio holdings
AUM
$185M
1-Year Est. Return
16.26%
1 Year Est. Return
+16.26%
AUM
$185M
AUM Growth
+$18.7M
(+11%)
Holding
61
Top Buys
| 1 | +$5.41M | |
| 2 | +$484K | |
| 3 | +$415K | |
| 4 |
Cheniere Energy
LNG
|
+$320K |
| 5 |
JPMorgan Active Growth ETF
JGRO
|
+$275K |
Top Sells
| 1 | +$761K | |
| 2 | +$593K | |
| 3 | +$426K | |
| 4 |
Apple
AAPL
|
+$339K |
| 5 |
Exxon Mobil
XOM
|
+$260K |
Sector Composition
| 1 | Consumer Discretionary | 21.29% |
| 2 | Technology | 11.41% |
| 3 | Communication Services | 9.11% |
| 4 | Financials | 6.98% |
| 5 | Healthcare | 6.18% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Abbott
ABT
$217B
| $258K | 0.14% |
1,897
|
|
||
52
AbbVie
ABBV
$403B
| $251K | 0.14% |
1,353
+3
|
|
||
53
Walmart
WMT
$815B
| $251K | 0.14% |
2,562
|
|
||
54
Visa
V
$667B
| $244K | 0.13% |
688
|
|
||
55
Parker-Hannifin
PH
$98B
| $236K | 0.13% |
338
-30
|
|
||
56
Fidelity Low Duration Bond Factor ETF
FLDR
$1.03B
| $235K | 0.13% |
4,700
+700
|
|
||
57
SPDR S&P Dividend ETF
SDY
$19.9B
| $228K | 0.12% |
1,680
|
|
||
58
Ametek
AME
$45.8B
| $217K | 0.12% |
1,200
|
|
||
59
Nuveen AMT-Free Quality Municipal Income Fund
NEA
$3.44B
| $110K | 0.06% |
+10,088
|
|
||
60
NextEra Energy
NEE
$170B
| – | – |
-3,173
|
|
||
61
Vanguard Mid-Cap ETF
VO
$87.6B
| – | – |
-2,944
|
|