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
326
$63K 0.02%
1,500
327
$62K 0.02%
5,775
328
$62K 0.02%
855
329
$59K 0.02%
3,200
330
$59K 0.02%
586
-649
331
$58K 0.02%
1,406
-3,811
332
$58K 0.02%
855
333
$58K 0.02%
+6,513
334
$57K 0.01%
400
335
$57K 0.01%
+1,200
336
$57K 0.01%
500
-5
337
$56K 0.01%
2,689
338
$55K 0.01%
913
-198
339
$55K 0.01%
5,456
340
$54K 0.01%
+1,818
341
$53K 0.01%
3,420
-4,055
342
$53K 0.01%
1,088
+25
343
$52K 0.01%
1,000
344
$51K 0.01%
1,000
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345
$51K 0.01%
602
346
$51K 0.01%
3,016
347
$51K 0.01%
300
348
$51K 0.01%
1,733
349
$50K 0.01%
2,000
350
$50K 0.01%
+1,500
12 13
14
15 16