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 16.42%
3 Industrials 7.39%
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%
+81
502
$2K ﹤0.01%
+75
503
$2K ﹤0.01%
123
504
$2K ﹤0.01%
+160
505
$2K ﹤0.01%
+40
506
$2K ﹤0.01%
332
507
$2K ﹤0.01%
81
508
$2K ﹤0.01%
+19
509
$2K ﹤0.01%
50
510
$2K ﹤0.01%
98
511
$2K ﹤0.01%
100
512
$1K ﹤0.01%
47
-15
513
$1K ﹤0.01%
+33
514
$1K ﹤0.01%
+64
515
$1K ﹤0.01%
+80
516
$1K ﹤0.01%
+20
517
$1K ﹤0.01%
+11
518
$1K ﹤0.01%
200
519
$1K ﹤0.01%
+75
520
$1K ﹤0.01%
29
-87
521
$1K ﹤0.01%
+92
522
$1K ﹤0.01%
+61
523
$1K ﹤0.01%
200
524
$1K ﹤0.01%
+60
525
$1K ﹤0.01%
7
-4,711
19 20
21
22 23