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
476
$3K ﹤0.01%
+100
477
$3K ﹤0.01%
288
-20
478
$3K ﹤0.01%
230
479
$3K ﹤0.01%
55
480
$3K ﹤0.01%
25
-346
481
$3K ﹤0.01%
+89
482
$3K ﹤0.01%
106
+86
483
$3K ﹤0.01%
+20
484
$3K ﹤0.01%
+47
485
$3K ﹤0.01%
+110
486
$3K ﹤0.01%
+90
487
$3K ﹤0.01%
28
488
$3K ﹤0.01%
+230
489
$3K ﹤0.01%
+92
490
$2K ﹤0.01%
+40
491
$2K ﹤0.01%
332
492
$2K ﹤0.01%
81
493
$2K ﹤0.01%
+19
494
$2K ﹤0.01%
+81
495
$2K ﹤0.01%
+75
496
$2K ﹤0.01%
123
497
$2K ﹤0.01%
50
498
$2K ﹤0.01%
98
499
$2K ﹤0.01%
100
500
$2K ﹤0.01%
+52
18 19
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