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
351
$41K 0.01%
750
-457
352
$41K 0.01%
331
353
$41K 0.01%
850
354
$41K 0.01%
+600
355
$40K 0.01%
1,115
-611
356
$40K 0.01%
1,344
357
$40K 0.01%
875
-325
358
$40K 0.01%
740
-305
359
$37K 0.01%
644
360
$36K 0.01%
1,000
361
$36K 0.01%
1,123
362
$35K 0.01%
237
363
$34K 0.01%
+1,881
364
$34K 0.01%
+1,009
365
$33K 0.01%
591
366
$33K 0.01%
2,139
-506
367
$32K 0.01%
+873
368
$32K 0.01%
560
369
$32K 0.01%
+187
370
$31K 0.01%
650
371
$30K 0.01%
630
372
$30K 0.01%
+770
373
$30K 0.01%
1,215
374
$29K 0.01%
400
375
$28K 0.01%
300
13 14
15
16 17