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
101
$759K 0.21%
13,700
102
$759K 0.21%
4,880
-160
103
$758K 0.21%
6,064
104
$752K 0.2%
11,233
+325
105
$751K 0.2%
10,169
-514
106
$743K 0.2%
5,917
107
$738K 0.2%
35,501
+1,980
108
$725K 0.2%
20,265
109
$721K 0.2%
7,965
-894
110
$716K 0.19%
2,233
111
$695K 0.19%
17,248
+1,425
112
$691K 0.19%
11,410
+400
113
$688K 0.19%
13,786
+163
114
$668K 0.18%
2,660
+125
115
$627K 0.17%
3,730
116
$625K 0.17%
13,687
+1,970
117
$623K 0.17%
9,834
+344
118
$607K 0.16%
7,459
+242
119
$603K 0.16%
13,528
120
$595K 0.16%
3,216
-119
121
$595K 0.16%
5,447
122
$585K 0.16%
9,142
+500
123
$579K 0.16%
16,528
+1,766
124
$579K 0.16%
9,370
+1,045
125
$578K 0.16%
8,227
+600
3 4
5
6 7