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
$287M
AUM Growth
+$60.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
561
New
Increased
Reduced
Closed

Top Buys

1
+$3.39M
2
+$2.57M
3
+$2.11M
4
JPM icon
JPMorgan Chase
JPM
+$2.02M
5
DIS icon
Walt Disney
DIS
+$1.78M

Top Sells

1
+$1.95M
2
+$1M
3
+$514K
4
NVS icon
Novartis
NVS
+$466K
5
RTN
Raytheon Company
RTN
+$263K

Sector Composition

1 Healthcare 14.07%
2 Industrials 13.79%
3 Technology 12.65%
4 Consumer Staples 11.35%
5 Energy 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$9K ﹤0.01%
121
377
$8K ﹤0.01%
88
+61
378
$8K ﹤0.01%
161
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379
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56
-31
380
$8K ﹤0.01%
216
+84
381
$7K ﹤0.01%
+60
382
$7K ﹤0.01%
200
383
$7K ﹤0.01%
+143
384
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75
385
$7K ﹤0.01%
+60
386
$6K ﹤0.01%
100
-85
387
$6K ﹤0.01%
+37
388
$6K ﹤0.01%
313
-1,478
389
$6K ﹤0.01%
+72
390
$6K ﹤0.01%
+125
391
$6K ﹤0.01%
252
392
$5K ﹤0.01%
4
-1
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$5K ﹤0.01%
+41
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+65
395
$5K ﹤0.01%
239
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$5K ﹤0.01%
200
397
$5K ﹤0.01%
+50
398
$5K ﹤0.01%
42
+27
399
$5K ﹤0.01%
150
400
$5K ﹤0.01%
300
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