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
451
$13K ﹤0.01%
265
452
$13K ﹤0.01%
1,529
453
$12K ﹤0.01%
640
454
$12K ﹤0.01%
594
455
$12K ﹤0.01%
258
456
$12K ﹤0.01%
207
457
$12K ﹤0.01%
225
458
$12K ﹤0.01%
105
459
$11K ﹤0.01%
1,450
460
$11K ﹤0.01%
116
461
$11K ﹤0.01%
208
462
$11K ﹤0.01%
150
463
$11K ﹤0.01%
51
464
$10K ﹤0.01%
250
465
$10K ﹤0.01%
303
-952
466
$10K ﹤0.01%
774
467
$10K ﹤0.01%
373
-17,891
468
$10K ﹤0.01%
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469
$10K ﹤0.01%
34
470
$10K ﹤0.01%
120
471
$10K ﹤0.01%
+3,465
472
$9K ﹤0.01%
1,001
473
$9K ﹤0.01%
+64
474
$9K ﹤0.01%
400
-6,300
475
$9K ﹤0.01%
403
17 18
19
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