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
$353M
AUM Growth
+$7.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
620
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$1.73M
3
+$1.66M
4
IBM icon
IBM
IBM
+$1.14M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$687K

Top Sells

1
+$1.5M
2
+$1.28M
3
+$1.27M
4
TROW icon
T. Rowe Price
TROW
+$1.23M
5
WWAV
The WhiteWave Foods Company
WWAV
+$847K

Sector Composition

1 Technology 14.46%
2 Industrials 13.59%
3 Healthcare 12.7%
4 Financials 10.7%
5 Consumer Staples 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$65K 0.02%
+2,000
302
$64K 0.02%
1,500
303
$64K 0.02%
+500
304
$63K 0.02%
1,493
-17
305
$63K 0.02%
1,245
-624
306
$62K 0.02%
685
-3
307
$60K 0.02%
1,850
308
$60K 0.02%
1,500
309
$60K 0.02%
1,207
310
$60K 0.02%
716
-120
311
$60K 0.02%
1,330
312
$58K 0.02%
+4,400
313
$57K 0.02%
300
+200
314
$57K 0.02%
1,030
315
$56K 0.02%
725
316
$56K 0.02%
2,040
317
$55K 0.02%
1,726
318
$55K 0.02%
1,376
+164
319
$55K 0.02%
505
320
$54K 0.02%
2,288
+288
321
$54K 0.02%
5,456
322
$54K 0.02%
855
323
$54K 0.02%
1,883
-2
324
$53K 0.02%
525
325
$52K 0.01%
+788
11 12
13
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