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
$464M
AUM Growth
-$7.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
575
New
Increased
Reduced
Closed

Top Buys

1
+$4.56M
2
+$2.04M
3
+$1.94M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.84M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.27M

Top Sells

1
+$16.8M
2
+$4.13M
3
+$3.06M
4
JNJ icon
Johnson & Johnson
JNJ
+$2.86M
5
MSFT icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$39K 0.01%
3,200
352
$39K 0.01%
800
353
$39K 0.01%
260
354
$38K 0.01%
78
355
$37K 0.01%
800
356
$37K 0.01%
775
357
$37K 0.01%
236
358
$37K 0.01%
1,000
359
$36K 0.01%
699
-12,043
360
$36K 0.01%
700
-650
361
$36K 0.01%
46
362
$36K 0.01%
2,000
-2,043
363
$35K 0.01%
1,000
364
$35K 0.01%
478
365
$35K 0.01%
720
366
$34K 0.01%
2,139
367
$34K 0.01%
475
368
$33K 0.01%
537
369
$33K 0.01%
523
370
$33K 0.01%
535
371
$32K 0.01%
300
372
$32K 0.01%
563
373
$31K 0.01%
149
374
$31K 0.01%
860
-493
375
$31K 0.01%
1,032
13 14
15
16 17