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
$347M
AUM Growth
-$57.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
561
New
Increased
Reduced
Closed

Top Buys

1
+$5.92M
2
+$3.39M
3
+$1.52M
4
CI icon
Cigna
CI
+$445K
5
MCO icon
Moody's
MCO
+$315K

Top Sells

1
+$1.58M
2
+$916K
3
+$814K
4
GE icon
GE Aerospace
GE
+$712K
5
CA
CA, Inc.
CA
+$639K

Sector Composition

1 Technology 16.9%
2 Healthcare 13.84%
3 Financials 11.27%
4 Industrials 10.37%
5 Consumer Staples 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$28K 0.01%
+276
352
$27K 0.01%
359
353
$27K 0.01%
375
354
$26K 0.01%
523
355
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692
356
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154
357
$26K 0.01%
650
-200
358
$25K 0.01%
237
359
$25K 0.01%
630
360
$25K 0.01%
300
361
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+269
362
$24K 0.01%
485
363
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395
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364
$24K 0.01%
720
365
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366
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367
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368
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369
$22K 0.01%
285
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370
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600
371
$21K 0.01%
331
372
$21K 0.01%
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-300
373
$21K 0.01%
308
374
$21K 0.01%
520
375
$21K 0.01%
563
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