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
326
$57K 0.01%
1,364
-16
327
$57K 0.01%
427
+150
328
$55K 0.01%
331
329
$53K 0.01%
293
330
$53K 0.01%
12,800
331
$53K 0.01%
800
332
$52K 0.01%
420
-130
333
$51K 0.01%
500
334
$51K 0.01%
525
335
$50K 0.01%
1,059
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336
$50K 0.01%
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337
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338
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406
339
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472
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340
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1,875
341
$48K 0.01%
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342
$47K 0.01%
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343
$47K 0.01%
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344
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345
$47K 0.01%
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346
$46K 0.01%
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347
$45K 0.01%
1,888
348
$45K 0.01%
238
349
$45K 0.01%
560
350
$44K 0.01%
+1,000
12 13
14
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