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
$193M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1 +$18.3M
2 +$13M
3 +$7.15M
4
IBM icon
IBM
IBM
+$6.57M
5
CNI icon
Canadian National Railway
CNI
+$5.4M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 14.92%
2 Healthcare 12.49%
3 Technology 12.35%
4 Energy 11.67%
5 Consumer Staples 9.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$0 ﹤0.01%
+33
327
$0 ﹤0.01%
+100
328
$0 ﹤0.01%
+100
329
$0 ﹤0.01%
+10
330
$0 ﹤0.01%
+3