RWA
Ropes Wealth Advisors Portfolio holdings
AUM
$515M
1-Year Return
21.76%
This Quarter Return
+3.99%
1 Year Return
+21.76%
3 Year Return
+71.02%
5 Year Return
+189.07%
10 Year Return
–
AUM
$287M
AUM Growth
+$60.4M
(+27%)
Cap. Flow
+$52.6M
Cap. Flow
% of AUM
18.34%
Top 10 Holdings %
Top 10 Hldgs %
32.04%
Holding
561
New
86
Increased
206
Reduced
62
Closed
83
Top Buys
| 1 |
Johnson & Johnson
JNJ
|
+$3.39M |
| 2 |
GE Aerospace
GE
|
+$2.57M |
| 3 |
Apple
AAPL
|
+$2.11M |
| 4 |
JPMorgan Chase
JPM
|
+$2.02M |
| 5 |
Walt Disney
DIS
|
+$1.78M |
Top Sells
| 1 |
iShares MSCI EAFE ETF
EFA
|
+$1.95M |
| 2 |
Franklin Resources
BEN
|
+$1M |
| 3 |
iShares Russell Mid-Cap ETF
IWR
|
+$514K |
| 4 |
Novartis
NVS
|
+$466K |
| 5 |
RTN
Raytheon Company
RTN
|
+$263K |
Sector Composition
| 1 | Healthcare | 14.07% |
| 2 | Industrials | 13.75% |
| 3 | Technology | 12.69% |
| 4 | Consumer Staples | 11.35% |
| 5 | Energy | 9.58% |
