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
276
$86K 0.02%
1,170
277
$86K 0.02%
+9,200
278
$83K 0.02%
1,100
279
$82K 0.02%
486
280
$81K 0.02%
600
281
$80K 0.02%
1,435
+185
282
$79K 0.02%
596
+196
283
$78K 0.02%
848
284
$78K 0.02%
8,945
285
$78K 0.02%
1,900
286
$77K 0.02%
1,571
287
$76K 0.02%
857
-647
288
$75K 0.02%
3,100
+700
289
$75K 0.02%
+2,225
290
$74K 0.02%
5,200
291
$74K 0.02%
+2,375
292
$73K 0.02%
3,881
293
$72K 0.02%
2,804
-421
294
$70K 0.02%
900
-2
295
$70K 0.02%
541
+30
296
$70K 0.02%
+1,375
297
$70K 0.02%
723
298
$68K 0.02%
1,720
299
$67K 0.02%
730
300
$65K 0.02%
1,250
-3
10 11
12
13 14