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
301
$65K 0.02%
1,500
302
$65K 0.02%
+4,000
303
$64K 0.02%
1,850
304
$64K 0.02%
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305
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306
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600
+300
307
$62K 0.02%
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-311
308
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309
$62K 0.02%
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310
$60K 0.02%
500
311
$60K 0.02%
2,040
312
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313
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3,200
-2,000
314
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315
$59K 0.02%
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316
$58K 0.02%
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317
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318
$56K 0.02%
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319
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855
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400
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322
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300
323
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855
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324
$55K 0.01%
525
325
$54K 0.01%
2,689
-118
11 12
13
14 15