RWA
Ropes Wealth Advisors Portfolio holdings
AUM
$515M
1-Year Return
21.76%
This Quarter Return
+2.6%
1 Year Return
+21.76%
3 Year Return
+71.02%
5 Year Return
+189.07%
10 Year Return
–
AUM
$353M
AUM Growth
+$7.3M
(+2.1%)
Cap. Flow
+$415K
Cap. Flow
% of AUM
0.12%
Top 10 Holdings %
Top 10 Hldgs %
28.56%
Holding
620
New
59
Increased
121
Reduced
132
Closed
102
Top Buys
| 1 |
Amazon
AMZN
|
+$2.27M |
| 2 |
Apple
AAPL
|
+$1.73M |
| 3 |
Oracle
ORCL
|
+$1.66M |
| 4 |
IBM
IBM
|
+$1.14M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$687K |
Top Sells
| 1 |
TWX
Time Warner Inc
TWX
|
+$1.5M |
| 2 |
Dominion Energy
D
|
+$1.28M |
| 3 |
Berkshire Hathaway Class A
BRK.A
|
+$1.27M |
| 4 |
T Rowe Price
TROW
|
+$1.23M |
| 5 |
WWAV
The WhiteWave Foods Company
WWAV
|
+$847K |
Sector Composition
| 1 | Technology | 14.47% |
| 2 | Industrials | 13.57% |
| 3 | Healthcare | 12.7% |
| 4 | Financials | 10.7% |
| 5 | Consumer Staples | 8.46% |
