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
$353M
AUM Growth
+$7.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
620
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$1.73M
3
+$1.66M
4
IBM icon
IBM
IBM
+$1.14M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$687K

Top Sells

1
+$1.5M
2
+$1.28M
3
+$1.27M
4
TROW icon
T. Rowe Price
TROW
+$1.23M
5
WWAV
The WhiteWave Foods Company
WWAV
+$847K

Sector Composition

1 Technology 14.46%
2 Industrials 13.59%
3 Healthcare 12.7%
4 Financials 10.7%
5 Consumer Staples 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$29K 0.01%
650
-19
377
$29K 0.01%
5,000
-4,233
378
$28K 0.01%
630
379
$28K 0.01%
+2,000
380
$28K 0.01%
1,900
-40
381
$26K 0.01%
+2,000
382
$25K 0.01%
203
-50
383
$24K 0.01%
370
384
$24K 0.01%
150
-100
385
$24K 0.01%
800
386
$24K 0.01%
500
-8
387
$23K 0.01%
2,700
388
$23K 0.01%
500
389
$23K 0.01%
+600
390
$23K 0.01%
428
391
$22K 0.01%
623
392
$22K 0.01%
504
393
$21K 0.01%
416
394
$21K 0.01%
816
395
$21K 0.01%
+340
396
$20K 0.01%
207
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397
$19K 0.01%
+315
398
$19K 0.01%
+471
399
$19K 0.01%
400
400
$19K 0.01%
85
-4
14 15
16
17 18