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
$378M
AUM Growth
+$30.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1
+$850K
2
+$481K
3
+$344K
4
DIS icon
Walt Disney
DIS
+$273K
5
AAPL icon
Apple
AAPL
+$237K

Top Sells

1
+$5.58M
2
+$4.98M
3
+$410K
4
PG icon
Procter & Gamble
PG
+$376K
5
IBM icon
IBM
IBM
+$342K

Sector Composition

1 Technology 18.41%
2 Healthcare 13.03%
3 Industrials 11.36%
4 Financials 10.86%
5 Consumer Discretionary 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$91K 0.02%
500
+179
277
$90K 0.02%
330
+112
278
$89K 0.02%
2,700
+2,180
279
$89K 0.02%
1,341
280
$85K 0.02%
430
-52
281
$85K 0.02%
907
-1,593
282
$85K 0.02%
299
+268
283
$83K 0.02%
+531
284
$83K 0.02%
1,775
285
$82K 0.02%
475
286
$81K 0.02%
1,488
287
$80K 0.02%
1,016
288
$79K 0.02%
3,032
289
$78K 0.02%
2,100
290
$76K 0.02%
+400
291
$76K 0.02%
665
292
$73K 0.02%
2,100
293
$71K 0.02%
92
294
$70K 0.02%
1,888
-175
295
$69K 0.02%
4,301
296
$69K 0.02%
855
297
$68K 0.02%
1,581
+650
298
$67K 0.02%
982
+382
299
$66K 0.02%
1,500
300
$66K 0.02%
825
10 11
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