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
$382M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
826
New
Increased
Reduced
Closed

Top Buys

1
+$835K
2
+$464K
3
+$442K
4
INTC icon
Intel
INTC
+$385K
5
ABBV icon
AbbVie
ABBV
+$338K

Top Sells

1
+$1.11M
2
+$1.02M
3
+$716K
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$680K
5
GE icon
GE Aerospace
GE
+$678K

Sector Composition

1 Technology 15.58%
2 Industrials 12.9%
3 Healthcare 12.12%
4 Financials 10.68%
5 Consumer Staples 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$50K 0.01%
525
352
$49K 0.01%
+1,900
353
$49K 0.01%
250
354
$49K 0.01%
+1
355
$49K 0.01%
+428
356
$48K 0.01%
1,667
357
$47K 0.01%
280
+43
358
$47K 0.01%
+2,050
359
$46K 0.01%
+1,525
360
$45K 0.01%
850
361
$45K 0.01%
2,000
362
$45K 0.01%
525
363
$45K 0.01%
3,683
364
$43K 0.01%
1,344
365
$43K 0.01%
1,114
366
$42K 0.01%
+420
367
$42K 0.01%
1,600
368
$42K 0.01%
780
369
$42K 0.01%
+310
370
$41K 0.01%
663
-239
371
$39K 0.01%
1,050
-90
372
$39K 0.01%
740
373
$37K 0.01%
1,000
374
$37K 0.01%
650
-100
375
$36K 0.01%
2,139
13 14
15
16 17