Rise Advisors, LLC
CIK Number: 0001831316
207.90M
Market Value
1,166
# of Holdings
7 months
Avg. Holding Period
72.73%
Win Rate
15.63%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Vanguard Value ... | 175.98 | -0.08% | 162.36K | +8.01% | 28.34M | 136.25 | 13.58% | |
| 2 | Vanguard Growth... | 419.70 | -0.58% | 67.34K | +5.83% | 25.85M | 289.91 | 12.39% | |
| 3 | Dimensional Cor... | 41.50 | -0.10% | 527.32K | +12.54% | 22.77M | 45 | 10.91% | |
| 4 | Janus Henderson... | 44.49 | -0.07% | 301.34K | +11.16% | 14.06M | 45.73 | 6.74% | |
| 5 | Janus Henderson... | 49.06 | +0.05% | 228.89K | +5.09% | 11.22M | 48.96 | 5.38% |
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