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
426
$19K ﹤0.01%
335
427
$19K ﹤0.01%
243
-81
428
$19K ﹤0.01%
338
429
$18K ﹤0.01%
487
-58
430
$18K ﹤0.01%
300
431
$18K ﹤0.01%
+236
432
$18K ﹤0.01%
160
433
$18K ﹤0.01%
350
434
$18K ﹤0.01%
300
435
$18K ﹤0.01%
300
436
$17K ﹤0.01%
310
-23
437
$17K ﹤0.01%
180
438
$17K ﹤0.01%
415
439
$17K ﹤0.01%
90
440
$17K ﹤0.01%
+124
441
$16K ﹤0.01%
600
-11,996
442
$16K ﹤0.01%
200
443
$16K ﹤0.01%
358
444
$15K ﹤0.01%
261
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445
$14K ﹤0.01%
300
-150
446
$14K ﹤0.01%
75
447
$14K ﹤0.01%
300
448
$13K ﹤0.01%
281
-692
449
$13K ﹤0.01%
250
+50
450
$13K ﹤0.01%
400
16 17
18
19 20