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
401
$24K 0.01%
600
402
$24K 0.01%
1,000
-215
403
$23K 0.01%
268
404
$23K 0.01%
200
-75
405
$23K 0.01%
306
406
$22K ﹤0.01%
270
407
$22K ﹤0.01%
351
408
$22K ﹤0.01%
232
409
$22K ﹤0.01%
500
410
$22K ﹤0.01%
1,500
411
$21K ﹤0.01%
1,222
-1,810
412
$21K ﹤0.01%
125
413
$21K ﹤0.01%
118
-79
414
$21K ﹤0.01%
176
415
$20K ﹤0.01%
268
-40
416
$20K ﹤0.01%
236
417
$20K ﹤0.01%
200
418
$20K ﹤0.01%
+250
419
$19K ﹤0.01%
122
420
$19K ﹤0.01%
205
421
$19K ﹤0.01%
600
422
$19K ﹤0.01%
863
423
$19K ﹤0.01%
84
+59
424
$19K ﹤0.01%
780
-260
425
$19K ﹤0.01%
340
15 16
17
18 19