RWA
Ropes Wealth Advisors Portfolio holdings
AUM
$515M
1-Year Return
21.76%
This Quarter Return
+2.02%
1 Year Return
+21.76%
3 Year Return
+71.02%
5 Year Return
+189.07%
10 Year Return
–
AUM
$296M
AUM Growth
+$8.97M
(+3.1%)
Cap. Flow
+$5.93M
Cap. Flow
% of AUM
2.01%
Top 10 Holdings %
Top 10 Hldgs %
30.64%
Holding
530
New
52
Increased
141
Reduced
100
Closed
69
Top Buys
Top Sells
| 1 |
EMC
EMC CORPORATION
EMC
|
$1.62M |
| 2 |
General Mills
GIS
|
$1.15M |
| 3 |
Bristol-Myers Squibb
BMY
|
$918K |
| 4 |
GE Aerospace
GE
|
$828K |
| 5 |
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% |
