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
$287M
AUM Growth
+$60.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
561
New
Increased
Reduced
Closed

Top Buys

1
+$3.39M
2
+$2.57M
3
+$2.11M
4
JPM icon
JPMorgan Chase
JPM
+$2.02M
5
DIS icon
Walt Disney
DIS
+$1.78M

Top Sells

1
+$1.95M
2
+$1M
3
+$514K
4
NVS icon
Novartis
NVS
+$466K
5
RTN
Raytheon Company
RTN
+$263K

Sector Composition

1 Healthcare 14.07%
2 Industrials 13.79%
3 Technology 12.65%
4 Consumer Staples 11.35%
5 Energy 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$111K 0.04%
1,400
227
$111K 0.04%
1,863
+22
228
$111K 0.04%
7,392
229
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+1,452
230
$107K 0.04%
1,527
+127
231
$104K 0.04%
926
+36
232
$101K 0.04%
+3,817
233
$101K 0.04%
5,387
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234
$99K 0.03%
2,940
+2,922
235
$97K 0.03%
+4,042
236
$96K 0.03%
1,670
237
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1,250
238
$88K 0.03%
577
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239
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800
240
$87K 0.03%
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241
$84K 0.03%
848
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242
$84K 0.03%
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243
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244
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245
$80K 0.03%
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246
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247
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248
$78K 0.03%
1,061
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249
$76K 0.03%
2,944
-3,912
250
$76K 0.03%
+600
8 9
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