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 14.72%
2 Industrials 13.44%
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
626
$4K ﹤0.01%
+97
627
$4K ﹤0.01%
+124
628
$4K ﹤0.01%
+80
629
$4K ﹤0.01%
+55
630
$4K ﹤0.01%
+50
631
$4K ﹤0.01%
+59
632
$4K ﹤0.01%
+47
633
$4K ﹤0.01%
251
634
$4K ﹤0.01%
+143
635
$3K ﹤0.01%
+137
636
– –
0
637
$3K ﹤0.01%
+37
638
$3K ﹤0.01%
+150
639
$3K ﹤0.01%
200
640
$3K ﹤0.01%
73
641
$3K ﹤0.01%
120
642
$3K ﹤0.01%
+333
643
$3K ﹤0.01%
+119
644
$3K ﹤0.01%
+44
645
$3K ﹤0.01%
+75
646
$3K ﹤0.01%
+193
647
$3K ﹤0.01%
+196
648
$3K ﹤0.01%
140
649
$3K ﹤0.01%
+69
650
$3K ﹤0.01%
+617
24 25
26
27 28