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
$474M
AUM Growth
+$95.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
592
New
Increased
Reduced
Closed

Top Buys

1
+$85.1M
2
+$1.51M
3
+$956K
4
MSFT icon
Microsoft
MSFT
+$823K
5
ABT icon
Abbott
ABT
+$776K

Top Sells

1
+$1.48M
2
+$1.07M
3
+$818K
4
HIG icon
Hartford Financial Services
HIG
+$681K
5
WY icon
Weyerhaeuser
WY
+$628K

Sector Composition

1 Healthcare 28.43%
2 Technology 15.48%
3 Financials 9.49%
4 Industrials 8.81%
5 Consumer Discretionary 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$44K 0.01%
700
-2,500
352
$44K 0.01%
1,480
+430
353
$43K 0.01%
1,392
-388
354
$43K 0.01%
541
355
$43K 0.01%
294
356
$43K 0.01%
72
-20
357
$42K 0.01%
251
-2,872
358
$41K 0.01%
+1,000
359
$41K 0.01%
300
360
$39K 0.01%
1,000
361
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+1,000
362
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697
363
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800
364
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920
365
$38K 0.01%
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366
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367
$36K 0.01%
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-360
368
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369
$35K 0.01%
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370
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375
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371
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372
$34K 0.01%
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373
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333
374
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1,000
375
$34K 0.01%
475
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15
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