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
$464M
AUM Growth
-$7.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
575
New
Increased
Reduced
Closed

Top Buys

1
+$4.56M
2
+$2.04M
3
+$1.94M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.84M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.27M

Top Sells

1
+$16.8M
2
+$4.13M
3
+$3.06M
4
JNJ icon
Johnson & Johnson
JNJ
+$2.86M
5
MSFT icon
Microsoft
MSFT
+$2.74M

Sector Composition

1 Healthcare 27.8%
2 Technology 15.97%
3 Industrials 8.75%
4 Financials 8.08%
5 Consumer Staples 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.13M 0.46%
8,142
+730
52
$2.13M 0.46%
47,246
+542
53
$2.1M 0.45%
52,956
-2,085
54
$1.94M 0.42%
+56,000
55
$1.92M 0.41%
12,308
-5,532
56
$1.91M 0.41%
20,290
-6,736
57
$1.84M 0.4%
+28,220
58
$1.83M 0.39%
6,901
-70
59
$1.69M 0.36%
5,261
-1,110
60
$1.6M 0.35%
18,002
-375
61
$1.54M 0.33%
12,848
-75
62
$1.53M 0.33%
7,869
-4,052
63
$1.52M 0.33%
9,509
+762
64
$1.52M 0.33%
6,318
-989
65
$1.52M 0.33%
15,972
-863
66
$1.51M 0.33%
18,633
-5,123
67
$1.47M 0.32%
24,132
68
$1.46M 0.32%
11,416
+2,296
69
$1.45M 0.31%
15,389
+565
70
$1.44M 0.31%
11,220
-595
71
$1.39M 0.3%
4,707
+509
72
$1.37M 0.3%
4,595
-70
73
$1.32M 0.29%
22,312
-10
74
$1.28M 0.28%
7,727
+210
75
$1.26M 0.27%
8,553
-2,000
1 2
3
4 5