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
401
$22K 0.01%
+197
402
$21K 0.01%
500
403
$21K 0.01%
+500
404
$21K 0.01%
+104
405
$20K 0.01%
315
406
$20K 0.01%
471
407
$20K 0.01%
85
408
$20K 0.01%
+231
409
$20K 0.01%
+683
410
$19K 0.01%
+139
411
$19K 0.01%
+217
412
$19K 0.01%
+500
413
$19K 0.01%
+863
414
$19K 0.01%
153
415
$19K 0.01%
+388
416
$19K 0.01%
+289
417
$19K 0.01%
646
418
$19K 0.01%
1,100
419
$18K ﹤0.01%
400
420
$18K ﹤0.01%
415
+175
421
$18K ﹤0.01%
+175
422
$18K ﹤0.01%
500
423
$18K ﹤0.01%
120
+60
424
$18K ﹤0.01%
120
425
$18K ﹤0.01%
+250
15 16
17
18 19