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
351
$23K 0.01%
210
352
$22K 0.01%
300
-54
353
$22K 0.01%
+540
354
$22K 0.01%
+337
355
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800
356
$22K 0.01%
+300
357
$21K 0.01%
397
358
$21K 0.01%
+290
359
$21K 0.01%
337
-93
360
$20K 0.01%
+400
361
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732
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362
$20K 0.01%
+410
363
$20K 0.01%
195
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364
$20K 0.01%
650
365
$20K 0.01%
696
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366
$19K 0.01%
646
367
$19K 0.01%
420
368
$19K 0.01%
500
369
$19K 0.01%
100
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370
$19K 0.01%
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371
$19K 0.01%
350
372
$18K 0.01%
1,124
373
$18K 0.01%
357
374
$17K 0.01%
152
+92
375
$17K 0.01%
454
+69
13 14
15
16 17