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 14.7%
2 Industrials 13.46%
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
526
$9K ﹤0.01%
200
527
$9K ﹤0.01%
+296
528
$9K ﹤0.01%
+423
529
$9K ﹤0.01%
+651
530
$9K ﹤0.01%
+775
531
$9K ﹤0.01%
132
532
$8K ﹤0.01%
+226
533
$8K ﹤0.01%
210
534
$8K ﹤0.01%
+149
535
$8K ﹤0.01%
+120
536
$8K ﹤0.01%
+524
537
$8K ﹤0.01%
+364
538
$8K ﹤0.01%
+292
539
$8K ﹤0.01%
1,800
540
$8K ﹤0.01%
+108
541
$8K ﹤0.01%
+1,136
542
$8K ﹤0.01%
750
543
$8K ﹤0.01%
+612
544
$7K ﹤0.01%
+314
545
$7K ﹤0.01%
164
+162
546
$7K ﹤0.01%
+258
547
$7K ﹤0.01%
+225
548
$7K ﹤0.01%
+135
549
$7K ﹤0.01%
146
550
$7K ﹤0.01%
+55
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