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
$353M
AUM Growth
+$7.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
620
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$1.73M
3
+$1.66M
4
IBM icon
IBM
IBM
+$1.14M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$687K

Top Sells

1
+$1.5M
2
+$1.28M
3
+$1.27M
4
TROW icon
T. Rowe Price
TROW
+$1.23M
5
WWAV
The WhiteWave Foods Company
WWAV
+$847K

Sector Composition

1 Technology 14.46%
2 Industrials 13.59%
3 Healthcare 12.7%
4 Financials 10.7%
5 Consumer Staples 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$41K 0.01%
2,000
352
$39K 0.01%
331
353
$39K 0.01%
500
354
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400
355
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+1,344
356
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357
$38K 0.01%
850
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358
$37K 0.01%
+1,000
359
$37K 0.01%
840
360
$36K 0.01%
540
361
$35K 0.01%
591
362
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1,000
-2
363
$35K 0.01%
300
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364
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341
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$34K 0.01%
644
366
$33K 0.01%
300
367
$32K 0.01%
1,219
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368
$32K 0.01%
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369
$32K 0.01%
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370
$31K 0.01%
375
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$31K 0.01%
559
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372
$30K 0.01%
237
-25
373
$30K 0.01%
400
374
$30K 0.01%
560
375
$30K 0.01%
1,215
13 14
15
16 17