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
326
$52K 0.01%
602
327
$52K 0.01%
1,063
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328
$52K 0.01%
663
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$51K 0.01%
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330
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331
$50K 0.01%
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332
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333
$49K 0.01%
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335
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336
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400
337
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338
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339
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$48K 0.01%
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341
$48K 0.01%
873
342
$46K 0.01%
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343
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345
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346
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347
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349
$41K 0.01%
1,050
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350
$41K 0.01%
520
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