RWA
Ropes Wealth Advisors Portfolio holdings
AUM
$515M
1-Year Return
21.76%
This Quarter Return
+10.76%
1 Year Return
+21.76%
3 Year Return
+71.02%
5 Year Return
+189.07%
10 Year Return
–
AUM
$464M
AUM Growth
-$7.15M
(-1.5%)
Cap. Flow
-$53.7M
Cap. Flow
% of AUM
-11.58%
Top 10 Holdings %
Top 10 Hldgs %
38.03%
Holding
575
New
21
Increased
60
Reduced
188
Closed
37
Top Buys
| 1 |
Alibaba
BABA
|
$4.56M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$2.04M |
| 3 |
Schwab International Small-Cap Equity ETF
SCHC
|
$1.94M |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
$1.84M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$1.27M |
Top Sells
| 1 |
Moderna
MRNA
|
$16.8M |
| 2 |
Apple
AAPL
|
$4.13M |
| 3 |
Visa
V
|
$3.06M |
| 4 |
Johnson & Johnson
JNJ
|
$2.86M |
| 5 |
Microsoft
MSFT
|
$2.74M |
Sector Composition
| 1 | Healthcare | 27.8% |
| 2 | Technology | 15.97% |
| 3 | Industrials | 8.75% |
| 4 | Financials | 8.08% |
| 5 | Consumer Staples | 6.58% |
