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
576
$6K ﹤0.01%
+187
577
$6K ﹤0.01%
+2
578
$6K ﹤0.01%
+169
579
$6K ﹤0.01%
+138
580
$6K ﹤0.01%
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581
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582
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300
583
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584
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585
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110
586
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587
$6K ﹤0.01%
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588
$5K ﹤0.01%
100
589
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590
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591
$5K ﹤0.01%
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592
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596
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597
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255
-1,120
598
$5K ﹤0.01%
+137
599
$5K ﹤0.01%
144
-24
600
$5K ﹤0.01%
+133
22 23
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