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
$624M
AUM Growth
-$8.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1 +$1.31M
2 +$1.05M
3 +$906K
4
HES
Hess
HES
+$795K
5
APD icon
Air Products & Chemicals
APD
+$704K

Top Sells

1 +$37.3M
2 +$2.12M
3 +$998K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$772K
5
UNP icon
Union Pacific
UNP
+$617K

Sector Composition

1 Healthcare 20.73%
2 Technology 20.16%
3 Financials 7.7%
4 Consumer Discretionary 7.5%
5 Industrials 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
-1,481
277
-1,037
278
-1,895
279
-2,997
280
-620
281
-5,050