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
551
$7K ﹤0.01%
+701
552
$7K ﹤0.01%
+915
553
$7K ﹤0.01%
+160
554
$7K ﹤0.01%
+59
555
$7K ﹤0.01%
+260
556
$7K ﹤0.01%
230
557
$7K ﹤0.01%
+86
558
$7K ﹤0.01%
150
559
$7K ﹤0.01%
+1,366
560
$7K ﹤0.01%
+778
561
$6K ﹤0.01%
+127
562
$6K ﹤0.01%
240
563
$6K ﹤0.01%
+500
564
$6K ﹤0.01%
79
565
$6K ﹤0.01%
+154
566
$6K ﹤0.01%
+197
567
$6K ﹤0.01%
+42
568
$6K ﹤0.01%
100
569
$6K ﹤0.01%
+39
570
$6K ﹤0.01%
+100
571
$6K ﹤0.01%
195
572
$6K ﹤0.01%
+271
573
$6K ﹤0.01%
+223
574
$6K ﹤0.01%
+665
575
$6K ﹤0.01%
+324
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