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
$378M
AUM Growth
+$30.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1 +$850K
2 +$481K
3 +$344K
4
DIS icon
Walt Disney
DIS
+$273K
5
AAPL icon
Apple
AAPL
+$237K

Top Sells

1 +$5.58M
2 +$4.98M
3 +$410K
4
PG icon
Procter & Gamble
PG
+$376K
5
IBM icon
IBM
IBM
+$342K

Sector Composition

1 Technology 18.41%
2 Healthcare 13.03%
3 Industrials 11.36%
4 Financials 10.86%
5 Consumer Discretionary 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$42K 0.01%
697
352
$42K 0.01%
+1,000
353
$41K 0.01%
2,600
354
$40K 0.01%
1,000
355
$40K 0.01%
+327
356
$39K 0.01%
+541
357
$39K 0.01%
+560
358
$39K 0.01%
+294
359
$39K 0.01%
1,529
360
$38K 0.01%
1,600
361
$38K 0.01%
238
362
$37K 0.01%
3,200
363
$37K 0.01%
920
364
$37K 0.01%
+887
365
$36K 0.01%
+1,000
366
$35K 0.01%
+225
367
$35K 0.01%
1,070
368
$35K 0.01%
209
369
$34K 0.01%
2,139
370
$34K 0.01%
+333
371
$34K 0.01%
300
372
$34K 0.01%
+575
373
$33K 0.01%
+1,500
374
$32K 0.01%
+277
375
$32K 0.01%
720