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
$382M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
826
New
Increased
Reduced
Closed

Top Buys

1
+$835K
2
+$464K
3
+$442K
4
INTC icon
Intel
INTC
+$385K
5
ABBV icon
AbbVie
ABBV
+$338K

Top Sells

1
+$1.11M
2
+$1.02M
3
+$716K
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$680K
5
GE icon
GE Aerospace
GE
+$678K

Sector Composition

1 Technology 15.58%
2 Industrials 12.9%
3 Healthcare 12.12%
4 Financials 10.68%
5 Consumer Staples 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$36K 0.01%
252
-1,383
377
$35K 0.01%
312
-96
378
$35K 0.01%
+452
379
$35K 0.01%
136
+51
380
$35K 0.01%
187
381
$35K 0.01%
644
382
$34K 0.01%
1,881
383
$34K 0.01%
560
384
$34K 0.01%
+593
385
$33K 0.01%
678
-197
386
$33K 0.01%
1,009
387
$33K 0.01%
1,123
388
$33K 0.01%
650
389
$33K 0.01%
1,215
390
$32K 0.01%
+500
391
$30K 0.01%
630
392
$30K 0.01%
300
393
$30K 0.01%
264
394
$30K 0.01%
574
395
$30K 0.01%
954
396
$29K 0.01%
450
397
$29K 0.01%
720
-1,000
398
$28K 0.01%
673
-442
399
$28K 0.01%
500
400
$27K 0.01%
485
14 15
16
17 18