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
151
$433K 0.12%
5,622
+460
152
$431K 0.12%
11,351
+1,100
153
$429K 0.12%
3,020
-99
154
$428K 0.12%
15,378
155
$427K 0.12%
4,073
156
$405K 0.11%
4,333
-260
157
$403K 0.11%
7,500
158
$393K 0.11%
4,112
159
$388K 0.11%
5,873
-397
160
$387K 0.11%
17,855
-923
161
$378K 0.1%
3,327
162
$377K 0.1%
3,570
163
$377K 0.1%
4,350
-30
164
$372K 0.1%
3,841
-422
165
$370K 0.1%
3,962
+265
166
$370K 0.1%
6,178
+1,590
167
$361K 0.1%
1,900
+150
168
$352K 0.1%
19,243
+273
169
$351K 0.1%
2,960
170
$348K 0.09%
3,812
171
$348K 0.09%
4,131
172
$345K 0.09%
7,356
+1,350
173
$345K 0.09%
15,165
174
$345K 0.09%
2,700
175
$337K 0.09%
8,278
-378
5 6
7
8 9