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
501
$2K ﹤0.01%
+44
502
$2K ﹤0.01%
500
503
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+73
504
$2K ﹤0.01%
+236
505
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112
506
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+213
507
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+26
508
$2K ﹤0.01%
+45
509
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+86
510
$2K ﹤0.01%
+129
511
$2K ﹤0.01%
+160
512
$1K ﹤0.01%
14
513
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80
514
$1K ﹤0.01%
47
-15
515
$1K ﹤0.01%
+33
516
$1K ﹤0.01%
+64
517
$1K ﹤0.01%
+80
518
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+20
519
$1K ﹤0.01%
+11
520
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200
521
$1K ﹤0.01%
+75
522
$1K ﹤0.01%
29
-87
523
$1K ﹤0.01%
+92
524
$1K ﹤0.01%
+61
525
$1K ﹤0.01%
200
19 20
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