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
426
$9K ﹤0.01%
+61
427
$9K ﹤0.01%
208
428
$9K ﹤0.01%
777
-269
429
$9K ﹤0.01%
225
430
$9K ﹤0.01%
105
431
$9K ﹤0.01%
170
432
$9K ﹤0.01%
300
433
$8K ﹤0.01%
1,450
434
$8K ﹤0.01%
64
435
$8K ﹤0.01%
58
-91
436
$8K ﹤0.01%
265
437
$8K ﹤0.01%
155
-183
438
$7K ﹤0.01%
51
439
$7K ﹤0.01%
250
440
$7K ﹤0.01%
+50
441
$7K ﹤0.01%
207
442
$7K ﹤0.01%
+150
443
$7K ﹤0.01%
390
-610
444
$6K ﹤0.01%
403
445
$6K ﹤0.01%
34
446
$6K ﹤0.01%
120
447
$6K ﹤0.01%
130
448
$6K ﹤0.01%
170
-1,829
449
$6K ﹤0.01%
+75
450
$6K ﹤0.01%
42
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