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
451
$6K ﹤0.01%
85
452
$5K ﹤0.01%
240
453
$5K ﹤0.01%
1,001
454
$5K ﹤0.01%
400
455
$5K ﹤0.01%
48
-595
456
$5K ﹤0.01%
61
457
$5K ﹤0.01%
+21
458
$5K ﹤0.01%
40
459
$5K ﹤0.01%
48
460
$5K ﹤0.01%
373
461
$5K ﹤0.01%
+40
462
$4K ﹤0.01%
+50
463
$4K ﹤0.01%
43
464
$4K ﹤0.01%
+44
465
$4K ﹤0.01%
239
466
$4K ﹤0.01%
100
-250
467
$4K ﹤0.01%
300
468
$4K ﹤0.01%
350
469
$4K ﹤0.01%
500
470
$4K ﹤0.01%
40
471
$4K ﹤0.01%
70
472
$4K ﹤0.01%
115
-22,507
473
$4K ﹤0.01%
1,000
474
$4K ﹤0.01%
85
475
$4K ﹤0.01%
+50
17 18
19
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