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
276
$55K 0.01%
1,310
+260
277
$54K 0.01%
696
-675
278
$54K 0.01%
758
279
$53K 0.01%
1,160
280
$52K 0.01%
562
-2,267
281
$52K 0.01%
772
+22
282
$52K 0.01%
472
283
$52K 0.01%
962
-375
284
$51K 0.01%
650
+400
285
$50K 0.01%
1,632
286
$49K 0.01%
1,674
-58
287
$49K 0.01%
720
288
$48K 0.01%
1,149
-157
289
$48K 0.01%
21,000
290
$48K 0.01%
540
-7,337
291
$47K 0.01%
304
292
$47K 0.01%
1,500
293
$45K 0.01%
3,334
-5,469
294
$44K 0.01%
4,000
295
$43K 0.01%
525
296
$41K 0.01%
1,000
297
$41K 0.01%
1,000
298
$41K 0.01%
261
+186
299
$41K 0.01%
1,213
-843
300
$40K 0.01%
8,625
+3,325
10 11
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