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
301
$40K 0.01%
2,289
-158
302
$39K 0.01%
1,000
303
$39K 0.01%
1,900
304
$39K 0.01%
3,016
305
$38K 0.01%
4,301
306
$38K 0.01%
1,364
307
$37K 0.01%
870
+275
308
$37K 0.01%
2,000
309
$36K 0.01%
1,180
-220
310
$36K 0.01%
260
311
$35K 0.01%
478
312
$35K 0.01%
530
+2
313
$34K 0.01%
1,000
314
$34K 0.01%
78
315
$34K 0.01%
1,000
+300
316
$33K 0.01%
400
+130
317
$33K 0.01%
1,176
-470
318
$33K 0.01%
216
+132
319
$33K 0.01%
1,733
320
$32K 0.01%
1,419
+557
321
$32K 0.01%
2,094
+94
322
$32K 0.01%
46
323
$32K 0.01%
+1,210
324
$31K 0.01%
523
325
$31K 0.01%
800
11 12
13
14 15