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
$193M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$18.3M
2
+$13M
3
+$7.15M
4
IBM icon
IBM
IBM
+$6.57M
5
CNI icon
Canadian National Railway
CNI
+$5.4M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 14.92%
2 Healthcare 12.49%
3 Technology 12.34%
4 Energy 11.67%
5 Consumer Staples 9.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$2K ﹤0.01%
+25
302
$2K ﹤0.01%
+300
303
$2K ﹤0.01%
+100
304
$2K ﹤0.01%
+45
305
$1K ﹤0.01%
+532
306
$1K ﹤0.01%
+23
307
$1K ﹤0.01%
+56
308
$1K ﹤0.01%
+17
309
$1K ﹤0.01%
+10
310
$1K ﹤0.01%
+16
311
$1K ﹤0.01%
+15
312
$1K ﹤0.01%
+78
313
$1K ﹤0.01%
+18
314
$1K ﹤0.01%
+4
315
$1K ﹤0.01%
+13
316
$1K ﹤0.01%
+22
317
$1K ﹤0.01%
+8
318
$1K ﹤0.01%
+12
319
$0 ﹤0.01%
+15
320
$0 ﹤0.01%
+10
321
$0 ﹤0.01%
+10
322
$0 ﹤0.01%
+5
323
$0 ﹤0.01%
+1
324
$0 ﹤0.01%
+4
325
$0 ﹤0.01%
+10
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