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
401
$13K ﹤0.01%
500
402
$13K ﹤0.01%
93
-175
403
$13K ﹤0.01%
3,465
404
$13K ﹤0.01%
253
+17
405
$12K ﹤0.01%
118
406
$12K ﹤0.01%
247
+4
407
$12K ﹤0.01%
766
+166
408
$12K ﹤0.01%
305
-7,582
409
$12K ﹤0.01%
+215
410
$11K ﹤0.01%
1,400
-12,865
411
$11K ﹤0.01%
+300
412
$11K ﹤0.01%
358
413
$11K ﹤0.01%
310
414
$11K ﹤0.01%
289
415
$11K ﹤0.01%
300
416
$11K ﹤0.01%
+935
417
$11K ﹤0.01%
250
418
$11K ﹤0.01%
293
-270
419
$10K ﹤0.01%
640
420
$10K ﹤0.01%
699
421
$10K ﹤0.01%
415
422
$10K ﹤0.01%
651
+57
423
$10K ﹤0.01%
335
424
$10K ﹤0.01%
258
425
$9K ﹤0.01%
200
15 16
17
18 19