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
$382M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
826
New
Increased
Reduced
Closed

Top Buys

1
+$835K
2
+$464K
3
+$442K
4
INTC icon
Intel
INTC
+$385K
5
ABBV icon
AbbVie
ABBV
+$338K

Top Sells

1
+$1.11M
2
+$1.02M
3
+$716K
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$680K
5
GE icon
GE Aerospace
GE
+$678K

Sector Composition

1 Technology 15.58%
2 Industrials 12.9%
3 Healthcare 12.12%
4 Financials 10.68%
5 Consumer Staples 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$76K 0.02%
6,200
-2,745
302
$76K 0.02%
+2,500
303
$75K 0.02%
+1,000
304
$75K 0.02%
1,588
+95
305
$75K 0.02%
857
306
$75K 0.02%
600
307
$74K 0.02%
1,375
308
$73K 0.02%
1,638
-437
309
$72K 0.02%
2,682
+400
310
$71K 0.02%
800
-100
311
$71K 0.02%
434
-201
312
$69K 0.02%
5,501
-15
313
$69K 0.02%
1,500
314
$69K 0.02%
1,016
315
$69K 0.02%
2,225
316
$67K 0.02%
2,100
+1,735
317
$67K 0.02%
+2,000
318
$66K 0.02%
1,850
319
$66K 0.02%
+2,000
320
$66K 0.02%
500
321
$66K 0.02%
894
+125
322
$66K 0.02%
4,400
323
$64K 0.02%
371
-68
324
$64K 0.02%
1,275
-871
325
$64K 0.02%
335
-375
11 12
13
14 15