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
$347M
AUM Growth
-$57.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
561
New
Increased
Reduced
Closed

Top Buys

1
+$5.92M
2
+$3.39M
3
+$1.52M
4
CI icon
Cigna
CI
+$445K
5
MCO icon
Moody's
MCO
+$315K

Top Sells

1
+$1.58M
2
+$916K
3
+$814K
4
GE icon
GE Aerospace
GE
+$712K
5
CA
CA, Inc.
CA
+$639K

Sector Composition

1 Technology 16.9%
2 Healthcare 13.84%
3 Financials 11.27%
4 Industrials 10.37%
5 Consumer Staples 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$21K 0.01%
118
-296
377
$20K 0.01%
+225
378
$20K 0.01%
120
379
$20K 0.01%
209
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380
$19K 0.01%
122
381
$19K 0.01%
796
382
$19K 0.01%
500
383
$18K 0.01%
400
384
$18K 0.01%
623
385
$18K 0.01%
200
-2,376
386
$18K 0.01%
200
387
$18K 0.01%
954
388
$18K 0.01%
200
389
$18K 0.01%
306
390
$18K 0.01%
338
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391
$17K ﹤0.01%
100
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392
$17K ﹤0.01%
650
-28
393
$17K ﹤0.01%
439
-2,246
394
$17K ﹤0.01%
428
395
$16K ﹤0.01%
205
396
$16K ﹤0.01%
863
397
$15K ﹤0.01%
1,450
398
$15K ﹤0.01%
400
399
$15K ﹤0.01%
200
400
$15K ﹤0.01%
1,050
14 15
16
17 18