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
326
$29K 0.01%
833
-471
327
$29K 0.01%
630
328
$28K 0.01%
+850
329
$28K 0.01%
585
+335
330
$28K 0.01%
+954
331
$27K 0.01%
+1,014
332
$27K 0.01%
1,640
+1,340
333
$26K 0.01%
+375
334
$26K 0.01%
1,151
335
$26K 0.01%
407
+365
336
$26K 0.01%
232
337
$26K 0.01%
1,700
338
$25K 0.01%
300
339
$25K 0.01%
284
340
$25K 0.01%
+592
341
$25K 0.01%
203
-41
342
$24K 0.01%
667
343
$24K 0.01%
+470
344
$24K 0.01%
750
345
$24K 0.01%
294
+117
346
$23K 0.01%
+285
347
$23K 0.01%
+593
348
$23K 0.01%
+190
349
$23K 0.01%
164
350
$23K 0.01%
462
-220
12 13
14
15 16