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
51
$1.95M 0.53%
27,880
+375
52
$1.92M 0.52%
12,984
-463
53
$1.91M 0.52%
20,108
-12,569
54
$1.84M 0.5%
70,509
-5,586
55
$1.8M 0.49%
33,663
-2,592
56
$1.76M 0.48%
15,159
+1,289
57
$1.62M 0.44%
16,963
-25
58
$1.6M 0.43%
14,440
59
$1.55M 0.42%
11,737
-1,423
60
$1.53M 0.41%
20,958
+57
61
$1.42M 0.38%
9,731
-392
62
$1.37M 0.37%
21,585
-265
63
$1.35M 0.37%
16,633
+1,150
64
$1.32M 0.36%
9,466
65
$1.31M 0.36%
9,659
-1,142
66
$1.28M 0.35%
14,284
+700
67
$1.28M 0.35%
+24,227
68
$1.26M 0.34%
4,050
+420
69
$1.23M 0.33%
3,926
70
$1.21M 0.33%
19,673
+4,603
71
$1.19M 0.32%
8,442
+80
72
$1.18M 0.32%
18,779
-1,830
73
$1.18M 0.32%
6,319
+340
74
$1.16M 0.32%
16,443
+19
75
$1.09M 0.3%
24,964
-1,649
1 2
3
4 5