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
$296M
AUM Growth
+$8.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$999K
3
+$548K
4
IPG icon
Interpublic Group of Companies
IPG
+$544K
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$540K

Top Sells

1
+$1.62M
2
+$1.15M
3
+$918K
4
GE icon
GE Aerospace
GE
+$828K
5
BIIB icon
Biogen
BIIB
+$506K

Sector Composition

1 Industrials 13.56%
2 Technology 13.28%
3 Healthcare 12.96%
4 Consumer Staples 10.45%
5 Financials 9.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$39K 0.01%
540
-64
302
$38K 0.01%
571
303
$38K 0.01%
1,350
304
$37K 0.01%
1,600
305
$37K 0.01%
+328
306
$36K 0.01%
1,166
307
$36K 0.01%
+839
308
$36K 0.01%
+520
309
$36K 0.01%
260
+204
310
$35K 0.01%
300
311
$35K 0.01%
823
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312
$33K 0.01%
299
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313
$33K 0.01%
840
314
$33K 0.01%
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315
$32K 0.01%
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316
$32K 0.01%
525
317
$32K 0.01%
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318
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319
$32K 0.01%
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320
$32K 0.01%
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$31K 0.01%
765
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322
$31K 0.01%
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323
$30K 0.01%
752
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324
$30K 0.01%
+286
325
$29K 0.01%
611
11 12
13
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