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
601
$5K ﹤0.01%
+127
602
$5K ﹤0.01%
+246
603
$5K ﹤0.01%
+189
604
$5K ﹤0.01%
+929
605
$5K ﹤0.01%
214
606
$5K ﹤0.01%
+268
607
$4K ﹤0.01%
+80
608
$4K ﹤0.01%
59
609
$4K ﹤0.01%
+107
610
$4K ﹤0.01%
+546
611
$4K ﹤0.01%
+220
612
$4K ﹤0.01%
+96
613
$4K ﹤0.01%
+52
614
$4K ﹤0.01%
+143
615
$4K ﹤0.01%
+420
616
$4K ﹤0.01%
+38
617
$4K ﹤0.01%
+56
618
$4K ﹤0.01%
+119
619
$4K ﹤0.01%
+68
620
$4K ﹤0.01%
+276
621
$4K ﹤0.01%
+59
622
$4K ﹤0.01%
+104
623
$4K ﹤0.01%
+88
624
$4K ﹤0.01%
+69
625
$4K ﹤0.01%
+59
23 24
25
26 27