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
$296M
AUM Growth
+$8.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$999K
3
+$548K
4
IPG icon
Interpublic Group of Companies
IPG
+$544K
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$540K

Top Sells

1
+$1.62M
2
+$1.15M
3
+$918K
4
GE icon
GE Aerospace
GE
+$828K
5
BIIB icon
Biogen
BIIB
+$506K

Sector Composition

1 Industrials 13.56%
2 Technology 13.28%
3 Healthcare 12.96%
4 Consumer Staples 10.45%
5 Financials 9.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
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500
377
$17K 0.01%
430
-6,962
378
$16K 0.01%
+279
379
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380
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190
381
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382
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383
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978
384
$16K 0.01%
+302
385
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122
386
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387
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388
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389
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120
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392
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85
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393
$14K ﹤0.01%
275
394
$14K ﹤0.01%
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$13K ﹤0.01%
270
400
$13K ﹤0.01%
200
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16
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