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
$464M
AUM Growth
-$7.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
575
New
Increased
Reduced
Closed

Top Buys

1
+$4.56M
2
+$2.04M
3
+$1.94M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.84M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.27M

Top Sells

1
+$16.8M
2
+$4.13M
3
+$3.06M
4
JNJ icon
Johnson & Johnson
JNJ
+$2.86M
5
MSFT icon
Microsoft
MSFT
+$2.74M

Sector Composition

1 Healthcare 27.8%
2 Technology 15.97%
3 Industrials 8.75%
4 Financials 8.08%
5 Consumer Staples 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$126K 0.03%
1,466
252
$125K 0.03%
604
253
$125K 0.03%
1,350
254
$122K 0.03%
3,160
255
$121K 0.03%
1,371
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256
$120K 0.03%
550
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257
$120K 0.03%
+1,954
258
$116K 0.03%
650
-5,867
259
$113K 0.02%
5,872
-6,344
260
$112K 0.02%
2,000
261
$112K 0.02%
933
262
$111K 0.02%
7,800
263
$111K 0.02%
5,492
264
$110K 0.02%
3,570
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265
$109K 0.02%
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-11,578
266
$106K 0.02%
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267
$105K 0.02%
515
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268
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270
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643
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271
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272
$102K 0.02%
7,150
273
$100K 0.02%
1,500
274
$98K 0.02%
475
275
$96K 0.02%
6,047
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9 10
11
12 13