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
$287M
AUM Growth
+$60.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
561
New
Increased
Reduced
Closed

Top Buys

1
+$3.39M
2
+$2.57M
3
+$2.11M
4
JPM icon
JPMorgan Chase
JPM
+$2.02M
5
DIS icon
Walt Disney
DIS
+$1.78M

Top Sells

1
+$1.95M
2
+$1M
3
+$514K
4
NVS icon
Novartis
NVS
+$466K
5
RTN
Raytheon Company
RTN
+$263K

Sector Composition

1 Healthcare 14.07%
2 Industrials 13.79%
3 Technology 12.65%
4 Consumer Staples 11.35%
5 Energy 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$32K 0.01%
960
-81
302
$32K 0.01%
840
303
$31K 0.01%
+1,101
304
$30K 0.01%
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305
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306
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+300
307
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244
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308
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630
309
$28K 0.01%
+1,700
310
$27K 0.01%
611
311
$26K 0.01%
284
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312
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230
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313
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700
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314
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$21K 0.01%
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325
$21K 0.01%
420
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