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
$570M
AUM Growth
-$74.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
885
New
Increased
Reduced
Closed

Top Buys

1
+$3.15M
2
+$2.7M
3
+$2.52M
4
MSFT icon
Microsoft
MSFT
+$2.43M
5
TPL icon
Texas Pacific Land
TPL
+$1.53M

Top Sells

1
+$202M
2
+$4.43M
3
+$2.4M
4
XOM icon
Exxon Mobil
XOM
+$1.69M
5
JPM icon
JPMorgan Chase
JPM
+$1.35M

Sector Composition

1 Technology 19.54%
2 Healthcare 18.02%
3 Consumer Discretionary 8.28%
4 Financials 8.18%
5 Industrials 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$241K 0.04%
2,096
-70
227
$231K 0.04%
2,105
+505
228
$226K 0.04%
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229
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230
$225K 0.04%
620
231
$221K 0.04%
600
232
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233
$220K 0.04%
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234
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14,182
235
$212K 0.04%
3,976
236
$206K 0.04%
+4,600
237
$204K 0.04%
6,020
238
$203K 0.04%
957
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239
$203K 0.04%
2,794
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240
$200K 0.04%
4,432
241
$179K 0.03%
18,835
242
$151K 0.03%
17,883
243
$134K 0.02%
13,590
244
$70K 0.01%
21,000
245
$11K ﹤0.01%
602
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246
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247
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248
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249
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250
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