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
$353M
AUM Growth
+$7.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
620
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$1.73M
3
+$1.66M
4
IBM icon
IBM
IBM
+$1.14M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$687K

Top Sells

1
+$1.5M
2
+$1.28M
3
+$1.27M
4
TROW icon
T. Rowe Price
TROW
+$1.23M
5
WWAV
The WhiteWave Foods Company
WWAV
+$847K

Sector Composition

1 Technology 14.46%
2 Industrials 13.59%
3 Healthcare 12.7%
4 Financials 10.7%
5 Consumer Staples 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$120K 0.03%
2,376
+376
252
$119K 0.03%
3,817
253
$116K 0.03%
1,300
254
$116K 0.03%
2,750
+1,400
255
$114K 0.03%
3,344
256
$114K 0.03%
+2,100
257
$112K 0.03%
4,042
258
$112K 0.03%
4,804
-2
259
$110K 0.03%
813
260
$109K 0.03%
92
261
$109K 0.03%
2,478
262
$104K 0.03%
2,387
263
$104K 0.03%
1,725
-348
264
$103K 0.03%
+5,492
265
$103K 0.03%
1,920
-3
266
$103K 0.03%
+1,970
267
$102K 0.03%
620
268
$100K 0.03%
3,162
269
$99K 0.03%
2,075
270
$98K 0.03%
887
-128
271
$98K 0.03%
2,590
-509
272
$98K 0.03%
1,567
273
$96K 0.03%
+849
274
$95K 0.03%
+575
275
$88K 0.02%
800
9 10
11
12 13