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
$296M
AUM Growth
+$8.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$999K
3
+$548K
4
IPG icon
Interpublic Group of Companies
IPG
+$544K
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$540K

Top Sells

1
+$1.62M
2
+$1.15M
3
+$918K
4
GE icon
GE Aerospace
GE
+$828K
5
BIIB icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$93K 0.03%
+2,478
252
$91K 0.03%
2,342
+522
253
$87K 0.03%
800
254
$86K 0.03%
600
255
$86K 0.03%
1,232
256
$84K 0.03%
1,052
-9
257
$80K 0.03%
2,000
258
$78K 0.03%
3,803
+77
259
$77K 0.03%
+1,567
260
$76K 0.03%
437
-140
261
$76K 0.03%
3,687
-1
262
$74K 0.03%
9,233
-10,000
263
$73K 0.02%
2,844
+633
264
$70K 0.02%
2,944
265
$69K 0.02%
808
266
$64K 0.02%
8,650
267
$58K 0.02%
900
-60
268
$58K 0.02%
716
+116
269
$58K 0.02%
5,456
270
$57K 0.02%
1,500
271
$55K 0.02%
650
+224
272
$53K 0.02%
410
+180
273
$52K 0.02%
4,316
+1,301
274
$51K 0.02%
1,510
-21
275
$51K 0.02%
708
+106
9 10
11
12 13