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
276
$50K 0.02%
1,249
+103
277
$50K 0.02%
1,266
+190
278
$49K 0.02%
8,945
279
$48K 0.02%
1,500
280
$48K 0.02%
1,016
281
$48K 0.02%
1,963
+296
282
$47K 0.02%
2,282
+532
283
$47K 0.02%
1,030
284
$46K 0.02%
505
+40
285
$45K 0.02%
+513
286
$45K 0.02%
2,842
287
$44K 0.01%
2,951
288
$44K 0.01%
873
289
$44K 0.01%
1,418
+214
290
$43K 0.01%
855
291
$43K 0.01%
3,016
292
$43K 0.01%
816
293
$42K 0.01%
2,412
294
$42K 0.01%
+780
295
$41K 0.01%
505
-59
296
$41K 0.01%
1,600
297
$41K 0.01%
1,114
298
$39K 0.01%
960
299
$39K 0.01%
875
300
$39K 0.01%
779
10 11
12
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