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
76
$1.08M 0.29%
31,298
-539
77
$1.07M 0.29%
13,887
-1,370
78
$1.06M 0.29%
26,132
79
$1.06M 0.29%
21,365
-9,375
80
$1.05M 0.28%
5,469
-6
81
$1.04M 0.28%
16,468
+3,375
82
$1.03M 0.28%
12,923
-980
83
$1.01M 0.27%
+8,768
84
$995K 0.27%
25,859
-3,323
85
$964K 0.26%
21,522
86
$963K 0.26%
8,015
-10
87
$958K 0.26%
6,517
88
$951K 0.26%
25,806
89
$938K 0.25%
31,348
+1,500
90
$915K 0.25%
27,401
+1,420
91
$888K 0.24%
12,728
+1,325
92
$876K 0.24%
42,948
93
$872K 0.24%
7,115
94
$861K 0.23%
25,307
-1,000
95
$855K 0.23%
16,492
+179
96
$845K 0.23%
8,250
+4,675
97
$835K 0.23%
6,699
+50
98
$831K 0.23%
10,000
-450
99
$830K 0.23%
12,115
-21
100
$779K 0.21%
12,063
-155
2 3
4
5 6