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
$583M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1 +$9.76M
2 +$4.49M
3 +$4.39M
4
EPD icon
Enterprise Products Partners
EPD
+$4.15M
5
HHH icon
Howard Hughes
HHH
+$3.9M

Top Sells

1 +$5.88M
2 +$5.23M
3 +$5.16M
4
WMT icon
Walmart
WMT
+$688K
5
ADSK icon
Autodesk
ADSK
+$575K

Sector Composition

1 Technology 20.51%
2 Healthcare 9.53%
3 Consumer Discretionary 8.41%
4 Financials 7.27%
5 Industrials 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$341K 0.06%
2,900
-400
227
$341K 0.06%
1,681
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228
$339K 0.06%
4,357
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232
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233
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235
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237
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240
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248
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249
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2,105
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250
$269K 0.05%
689