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
376
$18K ﹤0.01%
+1,072
377
$17K ﹤0.01%
1,000
378
$17K ﹤0.01%
200
379
$17K ﹤0.01%
600
380
$16K ﹤0.01%
125
381
$16K ﹤0.01%
205
382
$16K ﹤0.01%
697
-325
383
$16K ﹤0.01%
236
384
$16K ﹤0.01%
600
385
$15K ﹤0.01%
124
386
$15K ﹤0.01%
340
387
$15K ﹤0.01%
180
388
$15K ﹤0.01%
487
389
$14K ﹤0.01%
78
+64
390
$14K ﹤0.01%
600
391
$14K ﹤0.01%
+23
392
$14K ﹤0.01%
431
+3
393
$14K ﹤0.01%
2,940
394
$14K ﹤0.01%
250
395
$14K ﹤0.01%
830
-926
396
$13K ﹤0.01%
675
-1,200
397
$13K ﹤0.01%
300
398
$13K ﹤0.01%
+27
399
$13K ﹤0.01%
90
400
$13K ﹤0.01%
200
-100
14 15
16
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