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
$474M
AUM Growth
+$95.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
592
New
Increased
Reduced
Closed

Top Buys

1
+$85.1M
2
+$1.51M
3
+$956K
4
MSFT icon
Microsoft
MSFT
+$823K
5
ABT icon
Abbott
ABT
+$776K

Top Sells

1
+$1.48M
2
+$1.07M
3
+$818K
4
HIG icon
Hartford Financial Services
HIG
+$681K
5
WY icon
Weyerhaeuser
WY
+$628K

Sector Composition

1 Healthcare 28.43%
2 Technology 15.48%
3 Financials 9.49%
4 Industrials 8.81%
5 Consumer Discretionary 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$100K 0.02%
1,330
-960
277
$100K 0.02%
6,709
+100
278
$100K 0.02%
5,492
279
$100K 0.02%
+7,150
280
$97K 0.02%
1,125
+300
281
$96K 0.02%
4,000
282
$94K 0.02%
1,500
283
$92K 0.02%
+500
284
$90K 0.02%
907
285
$90K 0.02%
308
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286
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+2,850
287
$87K 0.02%
1,005
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288
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531
289
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1,488
290
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291
$82K 0.02%
2,700
292
$82K 0.02%
363
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293
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525
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294
$81K 0.02%
475
295
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296
$78K 0.02%
1,426
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297
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475
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298
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299
299
$73K 0.02%
+4,000
300
$72K 0.02%
2,479
-683
10 11
12
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