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
$474M
AUM Growth
+$95.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
592
New
Increased
Reduced
Closed

Top Buys

1
+$85.1M
2
+$1.51M
3
+$956K
4
MSFT icon
Microsoft
MSFT
+$823K
5
ABT icon
Abbott
ABT
+$776K

Top Sells

1
+$1.48M
2
+$1.07M
3
+$818K
4
HIG icon
Hartford Financial Services
HIG
+$681K
5
WY icon
Weyerhaeuser
WY
+$628K

Sector Composition

1 Healthcare 28.43%
2 Technology 15.48%
3 Financials 9.49%
4 Industrials 8.81%
5 Consumer Discretionary 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$71K 0.02%
+600
302
$70K 0.01%
3,032
303
$70K 0.01%
982
304
$70K 0.01%
1,400
305
$69K 0.01%
+621
306
$69K 0.01%
1,500
307
$69K 0.01%
+1,850
308
$69K 0.01%
1,581
309
$67K 0.01%
1,500
310
$66K 0.01%
1,078
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311
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750
-47
312
$65K 0.01%
1,291
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313
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314
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705
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315
$64K 0.01%
525
316
$64K 0.01%
4,301
317
$64K 0.01%
1,500
318
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319
$63K 0.01%
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321
$60K 0.01%
1,674
322
$59K 0.01%
2,000
323
$59K 0.01%
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324
$58K 0.01%
2,789
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325
$58K 0.01%
3,200
11 12
13
14 15