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
$296M
AUM Growth
+$8.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$999K
3
+$548K
4
IPG icon
Interpublic Group of Companies
IPG
+$544K
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$540K

Top Sells

1
+$1.62M
2
+$1.15M
3
+$918K
4
GE icon
GE Aerospace
GE
+$828K
5
BIIB icon
Biogen
BIIB
+$506K

Sector Composition

1 Industrials 13.56%
2 Technology 13.28%
3 Healthcare 12.96%
4 Consumer Staples 10.45%
5 Financials 9.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$126K 0.04%
4,734
227
$125K 0.04%
5,387
228
$124K 0.04%
519
229
$115K 0.04%
2,473
-310
230
$111K 0.04%
2,130
231
$111K 0.04%
1,921
+78
232
$109K 0.04%
3,817
233
$109K 0.04%
2,940
234
$108K 0.04%
1,400
235
$108K 0.04%
6,934
236
$107K 0.04%
2,787
+2,279
237
$105K 0.04%
108
+16
238
$102K 0.03%
4,042
239
$102K 0.03%
+3,344
240
$101K 0.03%
1,154
-224
241
$101K 0.03%
1,475
-52
242
$99K 0.03%
1,870
+1,530
243
$98K 0.03%
900
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244
$98K 0.03%
+813
245
$96K 0.03%
1,823
-1,979
246
$95K 0.03%
3,150
+1,836
247
$95K 0.03%
3,724
+562
248
$94K 0.03%
750
-28
249
$94K 0.03%
3,135
+2,637
250
$93K 0.03%
1,901
+401
8 9
10
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