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
$395M
AUM Growth
-$68.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
594
New
Increased
Reduced
Closed

Top Buys

1
+$6.9M
2
+$2.76M
3
+$2.19M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.68M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.44M

Top Sells

1
+$41.2M
2
+$5.7M
3
+$1.36M
4
VT icon
Vanguard Total World Stock ETF
VT
+$1.08M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$783K

Sector Composition

1 Healthcare 31.96%
2 Technology 16.43%
3 Industrials 7.38%
4 Consumer Staples 7.13%
5 Consumer Discretionary 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$75K 0.02%
1,005
252
$74K 0.02%
859
253
$73K 0.02%
363
254
$72K 0.02%
1,613
255
$69K 0.02%
1,500
256
$69K 0.02%
362
257
$69K 0.02%
5,492
258
$66K 0.02%
1,016
259
$65K 0.02%
860
260
$65K 0.02%
665
261
$64K 0.02%
+2,950
262
$62K 0.02%
508
263
$62K 0.02%
475
264
$62K 0.02%
1,000
265
$62K 0.02%
425
266
$61K 0.02%
1,850
267
$61K 0.02%
2,000
268
$61K 0.02%
342
+11
269
$60K 0.02%
2,479
270
$58K 0.01%
400
271
$57K 0.01%
557
-1,177
272
$57K 0.01%
5,889
-158
273
$56K 0.01%
1,500
274
$56K 0.01%
1,095
-684
275
$55K 0.01%
2,700
-1,993
9 10
11
12 13