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
$369M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
738
New
Increased
Reduced
Closed

Top Buys

1
+$4.72M
2
+$2.67M
3
+$1.28M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.1M
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$1.01M

Top Sells

1
+$4.44M
2
+$1.19M
3
+$1.13M
4
VZ icon
Verizon
VZ
+$464K
5
JNJ icon
Johnson & Johnson
JNJ
+$359K

Sector Composition

1 Technology 14.72%
2 Industrials 13.44%
3 Healthcare 12.56%
4 Financials 10.88%
5 Consumer Staples 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.32M 0.9%
13,119
-20
27
$3.22M 0.87%
36,266
-125
28
$3.1M 0.84%
13,415
+11,565
29
$3.09M 0.84%
31,310
+68
30
$3.04M 0.83%
21,360
-691
31
$2.96M 0.8%
57,190
+159
32
$2.86M 0.78%
75,090
-980
33
$2.86M 0.77%
31,081
-1,875
34
$2.77M 0.75%
45,349
-1,732
35
$2.68M 0.73%
90,681
+2,428
36
$2.64M 0.72%
15,467
+827
37
$2.62M 0.71%
17,327
-515
38
$2.58M 0.7%
16,467
-587
39
$2.53M 0.69%
10,405
-265
40
$2.51M 0.68%
55,834
+2,890
41
$2.49M 0.68%
51,180
-200
42
$2.44M 0.66%
20,748
-375
43
$2.37M 0.64%
48,943
+550
44
$2.32M 0.63%
31,809
-1,113
45
$2.2M 0.6%
8
+4
46
$2.14M 0.58%
20,376
+1,000
47
$2.14M 0.58%
8,403
-90
48
$2.08M 0.56%
43,280
+200
49
$2.08M 0.56%
37,635
-180
50
$2M 0.54%
13,480
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