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
676
$2K ﹤0.01%
+3
677
$2K ﹤0.01%
+17
678
$2K ﹤0.01%
+27
679
$2K ﹤0.01%
+965
680
$2K ﹤0.01%
+103
681
$2K ﹤0.01%
+70
682
$2K ﹤0.01%
+37
683
$2K ﹤0.01%
106
684
$2K ﹤0.01%
+133
685
$2K ﹤0.01%
+186
686
$1K ﹤0.01%
+64
687
$1K ﹤0.01%
+15
688
$1K ﹤0.01%
+76
689
$1K ﹤0.01%
24
-20
690
$1K ﹤0.01%
45
691
$1K ﹤0.01%
+110
692
$1K ﹤0.01%
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693
$1K ﹤0.01%
203
694
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40
695
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39
-39
696
$1K ﹤0.01%
+167
697
$1K ﹤0.01%
+12
698
$1K ﹤0.01%
+7
699
$1K ﹤0.01%
+87
700
$1K ﹤0.01%
10
26 27
28
29 30