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
$570M
AUM Growth
-$74.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
885
New
Increased
Reduced
Closed

Top Buys

1
+$3.15M
2
+$2.7M
3
+$2.52M
4
MSFT icon
Microsoft
MSFT
+$2.43M
5
TPL icon
Texas Pacific Land
TPL
+$1.53M

Top Sells

1
+$202M
2
+$4.43M
3
+$2.4M
4
XOM icon
Exxon Mobil
XOM
+$1.69M
5
JPM icon
JPMorgan Chase
JPM
+$1.35M

Sector Composition

1 Technology 19.54%
2 Healthcare 18.02%
3 Consumer Discretionary 8.28%
4 Financials 8.18%
5 Industrials 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
– –
-4
352
– –
-8
353
– –
-19
354
– –
-5
355
– –
-13
356
– –
-1,210
357
– –
-2,437
358
– –
-1,285
359
– –
-1
360
– –
-9
361
– –
-95
362
– –
-4
363
– –
-513
364
– –
-30
365
– –
-400
366
– –
-270
367
– –
-1,000
368
– –
-840
369
– –
-3
370
– –
-23
371
– –
-13
372
– –
-300
373
– –
-61
374
– –
-1
375
– –
-17
13 14
15
16 17