RWA

Ropes Wealth Advisors Portfolio holdings

AUM $515M
1-Year Est. Return 21.76%
This Quarter Est. Return
1 Year Est. Return
+21.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$369M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
738
New
Increased
Reduced
Closed

Top Buys

1
+$4.72M
2
+$2.67M
3
+$1.28M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.1M
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$1.01M

Top Sells

1
+$4.44M
2
+$1.19M
3
+$1.13M
4
VZ icon
Verizon
VZ
+$464K
5
JNJ icon
Johnson & Johnson
JNJ
+$359K

Sector Composition

1 Technology 14.7%
2 Industrials 13.46%
3 Healthcare 12.56%
4 Financials 10.88%
5 Consumer Staples 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$126K 0.03%
2,685
+1,845
252
$120K 0.03%
3,344
253
$117K 0.03%
4,042
254
$117K 0.03%
604
+118
255
$116K 0.03%
7,475
-4,760
256
$114K 0.03%
813
257
$113K 0.03%
1,235
-534
258
$111K 0.03%
2,361
+286
259
$111K 0.03%
5,492
260
$110K 0.03%
10,866
-7,872
261
$109K 0.03%
9,200
262
$109K 0.03%
2,159
-431
263
$109K 0.03%
1,970
264
$105K 0.03%
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265
$105K 0.03%
2,075
-1,100
266
$105K 0.03%
92
267
$104K 0.03%
2,146
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$102K 0.03%
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269
$101K 0.03%
3,162
270
$100K 0.03%
6,809
-3,473
271
$100K 0.03%
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272
$98K 0.03%
1,725
273
$95K 0.03%
620
274
$91K 0.02%
800
275
$90K 0.02%
8,945
9 10
11
12 13