RWA
Ropes Wealth Advisors Portfolio holdings
AUM
$515M
1-Year Return
21.76%
This Quarter Return
+3.85%
1 Year Return
+21.76%
3 Year Return
+71.02%
5 Year Return
+189.07%
10 Year Return
–
AUM
$369M
AUM Growth
+$15.3M
(+4.3%)
Cap. Flow
+$3.98M
Cap. Flow
% of AUM
1.08%
Top 10 Holdings %
Top 10 Hldgs %
27.74%
Holding
738
New
219
Increased
96
Reduced
131
Closed
29
Top Buys
| 1 |
DuPont de Nemours
DD
|
+$4.72M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$2.67M |
| 3 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$1.28M |
| 4 |
Berkshire Hathaway Class A
BRK.A
|
+$1.1M |
| 5 |
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
|
+$1.01M |
Top Sells
| 1 |
DD
Du Pont De Nemours E I
DD
|
+$4.44M |
| 2 |
Vanguard Dividend Appreciation ETF
VIG
|
+$1.19M |
| 3 |
SPLS
Staples Inc
SPLS
|
+$1.13M |
| 4 |
Verizon
VZ
|
+$464K |
| 5 |
Johnson & Johnson
JNJ
|
+$359K |
Sector Composition
| 1 | Technology | 14.72% |
| 2 | Industrials | 13.44% |
| 3 | Healthcare | 12.56% |
| 4 | Financials | 10.88% |
| 5 | Consumer Staples | 7.78% |
