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
$382M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
826
New
Increased
Reduced
Closed

Top Buys

1
+$835K
2
+$464K
3
+$442K
4
INTC icon
Intel
INTC
+$385K
5
ABBV icon
AbbVie
ABBV
+$338K

Top Sells

1
+$1.11M
2
+$1.02M
3
+$716K
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$680K
5
GE icon
GE Aerospace
GE
+$678K

Sector Composition

1 Technology 15.58%
2 Industrials 12.9%
3 Healthcare 12.12%
4 Financials 10.68%
5 Consumer Staples 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$127K 0.03%
2,685
252
$121K 0.03%
+267
253
$121K 0.03%
4,042
254
$121K 0.03%
813
255
$119K 0.03%
+2,400
256
$118K 0.03%
2,156
-1,097
257
$116K 0.03%
2,387
258
$116K 0.03%
67
-9
259
$116K 0.03%
1,664
+867
260
$116K 0.03%
825
-328
261
$115K 0.03%
5,492
262
$114K 0.03%
2,404
+43
263
$112K 0.03%
+3,147
264
$112K 0.03%
10,416
-450
265
$110K 0.03%
3,926
266
$110K 0.03%
1,567
267
$109K 0.03%
92
268
$108K 0.03%
2,159
269
$108K 0.03%
730
-472
270
$106K 0.03%
1,000
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271
$105K 0.03%
1,970
272
$104K 0.03%
2,200
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273
$102K 0.03%
+2,000
274
$100K 0.03%
3,959
-1,864
275
$100K 0.03%
2,000
9 10
11
12 13