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
276
$88K 0.02%
1,025
+300
277
$88K 0.02%
575
278
$87K 0.02%
766
-83
279
$86K 0.02%
600
280
$84K 0.02%
2,000
281
$82K 0.02%
1,920
282
$81K 0.02%
730
283
$80K 0.02%
2,387
284
$79K 0.02%
848
285
$78K 0.02%
900
286
$76K 0.02%
857
287
$75K 0.02%
439
-102
288
$75K 0.02%
4,400
289
$73K 0.02%
1,400
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290
$73K 0.02%
1,375
291
$73K 0.02%
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292
$72K 0.02%
723
293
$71K 0.02%
3,881
294
$69K 0.02%
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295
$67K 0.02%
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296
$67K 0.02%
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297
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1,100
298
$66K 0.02%
5,516
+1,200
299
$66K 0.02%
1,475
+99
300
$66K 0.02%
1,500
10 11
12
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