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
$287M
AUM Growth
+$60.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
561
New
Increased
Reduced
Closed

Top Buys

1
+$3.39M
2
+$2.57M
3
+$2.11M
4
JPM icon
JPMorgan Chase
JPM
+$2.02M
5
DIS icon
Walt Disney
DIS
+$1.78M

Top Sells

1
+$1.95M
2
+$1M
3
+$514K
4
NVS icon
Novartis
NVS
+$466K
5
RTN
Raytheon Company
RTN
+$263K

Sector Composition

1 Healthcare 14.07%
2 Industrials 13.79%
3 Technology 12.65%
4 Consumer Staples 11.35%
5 Energy 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$14K ﹤0.01%
1,100
352
$13K ﹤0.01%
+58
353
$13K ﹤0.01%
498
354
$13K ﹤0.01%
200
355
$13K ﹤0.01%
150
356
$12K ﹤0.01%
170
+50
357
$12K ﹤0.01%
275
358
$12K ﹤0.01%
+150
359
$12K ﹤0.01%
508
+55
360
$12K ﹤0.01%
270
361
$12K ﹤0.01%
222
362
$12K ﹤0.01%
337
363
$11K ﹤0.01%
105
364
$11K ﹤0.01%
623
-2,779
365
$11K ﹤0.01%
500
366
$11K ﹤0.01%
279
+120
367
$10K ﹤0.01%
400
368
$10K ﹤0.01%
229
+116
369
$10K ﹤0.01%
750
370
$10K ﹤0.01%
130
371
$10K ﹤0.01%
515
+300
372
$9K ﹤0.01%
1,124
-991
373
$9K ﹤0.01%
305
374
$9K ﹤0.01%
270
-311
375
$9K ﹤0.01%
+1,080
13 14
15
16 17