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
$568M
AUM Growth
-$55.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$6.51M
2
+$6.41M
3
+$5.7M
4
DOCU icon
DocuSign
DOCU
+$2.32M
5
TTGT icon
TechTarget
TTGT
+$1.28M

Top Sells

1
+$43.6M
2
+$5.11M
3
+$4.4M
4
JNJ icon
Johnson & Johnson
JNJ
+$2.23M
5
NEE icon
NextEra Energy
NEE
+$2.12M

Sector Composition

1 Technology 23.27%
2 Healthcare 10.96%
3 Consumer Discretionary 8.97%
4 Financials 7.59%
5 Industrials 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$287K 0.05%
2,563
-22
227
$285K 0.05%
2,400
228
$279K 0.05%
538
-59
229
$278K 0.05%
2,350
230
$278K 0.05%
3,000
231
$276K 0.05%
3,339
232
$276K 0.05%
+1,000
233
$269K 0.05%
1,302
+188
234
$263K 0.05%
4,876
235
$263K 0.05%
994
236
$262K 0.05%
4,294
237
$262K 0.05%
+1,600
238
$258K 0.05%
689
239
$256K 0.05%
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240
$256K 0.05%
1,583
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241
$253K 0.04%
11,530
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242
$249K 0.04%
3,075
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243
$249K 0.04%
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244
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245
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3,400
246
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1,158
247
$234K 0.04%
14,776
248
$234K 0.04%
+1,684
249
$233K 0.04%
+900
250
$233K 0.04%
3,970
-62
8 9
10
11 12