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
351
$23K 0.01%
382
-600
352
$23K 0.01%
+184
353
$23K 0.01%
324
354
$23K 0.01%
720
-3,855
355
$23K 0.01%
400
356
$22K 0.01%
389
-39
357
$22K 0.01%
+342
358
$22K 0.01%
249
359
$21K 0.01%
122
360
$21K 0.01%
860
361
$20K 0.01%
175
+15
362
$20K 0.01%
537
363
$20K 0.01%
236
364
$20K 0.01%
820
-11,133
365
$20K 0.01%
+685
366
$20K 0.01%
800
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367
$20K 0.01%
306
368
$19K ﹤0.01%
200
369
$19K ﹤0.01%
780
370
$19K ﹤0.01%
547
371
$18K ﹤0.01%
600
372
$18K ﹤0.01%
300
373
$18K ﹤0.01%
200
374
$18K ﹤0.01%
352
+91
375
$18K ﹤0.01%
300
13 14
15
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