RWA
Ropes Wealth Advisors Portfolio holdings
AUM
$515M
1-Year Est. Return
21.76%
1 Year Est. Return
+21.76%
AUM
$515M
AUM Growth
-$87.4M
(-15%)
Holding
284
Top Buys
| 1 | +$1.13M | |
| 2 | +$1.06M | |
| 3 | +$1.02M | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$706K |
| 5 |
DoorDash
DASH
|
+$582K |
Top Sells
| 1 | +$5.51M | |
| 2 | +$4.42M | |
| 3 | +$3.85M | |
| 4 |
Vanguard Growth ETF
VUG
|
+$3.03M |
| 5 |
Williams Companies
WMB
|
+$2.43M |
Sector Composition
| 1 | Technology | 22.36% |
| 2 | Healthcare | 10.2% |
| 3 | Financials | 8.24% |
| 4 | Consumer Discretionary | 6.53% |
| 5 | Consumer Staples | 6.29% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
Sysco
SYY
$38.4B
| – | – |
-13,624
|
|
||
277
Teradyne
TER
$22.1B
| – | – |
-1,970
|
|
||
278
Uber
UBER
$196B
| – | – |
-32,602
|
|
||
279
iShares MSCI USA Min Vol Factor ETF
USMV
$23.5B
| – | – |
-9,471
|
|
||
280
Vanguard Information Technology ETF
VGT
$110B
| – | – |
-702
|
|
||
|
MMP
281
DELISTED
Magellan Midstream Partners, L.P.
MMP
| – | – |
-5,764
|
|
||
282
Wells Fargo
WFC
$270B
| – | – |
-6,284
|
|
||
|
XIFR
283
XPLR Infrastructure LP
XIFR
$977M
| – | – |
-75,453
|
|
||
|
VMW
284
DELISTED
VMware, Inc
VMW
| – | – |
-2,755
|
|