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
$346M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
588
New
Increased
Reduced
Closed

Top Buys

1
+$4.24M
2
+$2.33M
3
+$1.21M
4
NTRS icon
Northern Trust
NTRS
+$874K
5
TJX icon
TJX Companies
TJX
+$757K

Top Sells

1
+$1.37M
2
+$1.31M
3
+$1.02M
4
VZ icon
Verizon
VZ
+$910K
5
GIS icon
General Mills
GIS
+$747K

Sector Composition

1 Industrials 13.45%
2 Technology 13.35%
3 Healthcare 12.24%
4 Financials 11.27%
5 Consumer Staples 9.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$40K 0.01%
520
352
$39K 0.01%
331
353
$39K 0.01%
2,282
354
$39K 0.01%
250
355
$39K 0.01%
+1,009
356
$38K 0.01%
591
357
$38K 0.01%
+616
358
$37K 0.01%
1,600
359
$37K 0.01%
500
360
$37K 0.01%
+858
361
$36K 0.01%
1,002
+2
362
$36K 0.01%
400
363
$35K 0.01%
840
364
$35K 0.01%
253
365
$35K 0.01%
540
366
$34K 0.01%
262
+212
367
$34K 0.01%
+341
368
$33K 0.01%
276
+1
369
$32K 0.01%
611
370
$32K 0.01%
944
+4
371
$32K 0.01%
375
372
$31K 0.01%
+3,158
373
$30K 0.01%
1,600
374
$29K 0.01%
300
375
$29K 0.01%
400
13 14
15
16 17