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
176
$336K 0.09%
7,740
-1,546
177
$327K 0.09%
4,258
178
$323K 0.09%
5,593
179
$315K 0.09%
3,750
+475
180
$304K 0.08%
6,050
181
$300K 0.08%
3,867
+26
182
$297K 0.08%
5,069
183
$295K 0.08%
4,800
184
$284K 0.08%
4,000
-190
185
$283K 0.08%
7,000
+2,400
186
$280K 0.08%
3,459
+75
187
$273K 0.07%
2,473
-1,186
188
$271K 0.07%
10,400
-1,732
189
$268K 0.07%
3,100
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190
$266K 0.07%
11,064
-2,550
191
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14,960
192
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193
$263K 0.07%
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194
$261K 0.07%
7,872
+1,300
195
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1,158
196
$253K 0.07%
7,142
197
$253K 0.07%
5,370
198
$249K 0.07%
1,516
-465
199
$249K 0.07%
1,547
200
$248K 0.07%
1,841
6 7
8
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