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
276
$98K 0.03%
6,809
277
$96K 0.03%
1,025
278
$96K 0.03%
3,162
279
$96K 0.03%
620
280
$96K 0.03%
+2,000
281
$96K 0.03%
612
+600
282
$95K 0.02%
475
-275
283
$94K 0.02%
1,737
+12
284
$93K 0.02%
1,834
+434
285
$92K 0.02%
800
286
$92K 0.02%
600
287
$92K 0.02%
1,200
+1,000
288
$92K 0.02%
+3,000
289
$90K 0.02%
+1,000
290
$90K 0.02%
575
291
$88K 0.02%
+2,000
292
$88K 0.02%
895
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293
$87K 0.02%
1,256
+1,000
294
$87K 0.02%
766
295
$83K 0.02%
+1,500
296
$83K 0.02%
+2,500
297
$80K 0.02%
+343
298
$80K 0.02%
815
-33
299
$79K 0.02%
+2,000
300
$76K 0.02%
2,375
10 11
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