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
$474M
AUM Growth
+$95.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
592
New
Increased
Reduced
Closed

Top Buys

1 +$85.1M
2 +$1.51M
3 +$956K
4
MSFT icon
Microsoft
MSFT
+$823K
5
ABT icon
Abbott
ABT
+$776K

Top Sells

1 +$1.48M
2 +$1.07M
3 +$818K
4
HIG icon
Hartford Financial Services
HIG
+$681K
5
WY icon
Weyerhaeuser
WY
+$628K

Sector Composition

1 Healthcare 28.43%
2 Technology 15.48%
3 Financials 9.49%
4 Industrials 8.81%
5 Consumer Discretionary 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$33K 0.01%
563
377
$33K 0.01%
720
378
$32K 0.01%
350
+65
379
$32K 0.01%
225
380
$32K 0.01%
535
381
$31K 0.01%
300
382
$31K 0.01%
300
383
$31K 0.01%
375
384
$31K 0.01%
327
385
$31K 0.01%
995
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386
$31K 0.01%
+527
387
$30K 0.01%
+489
388
$30K 0.01%
523
389
$30K 0.01%
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390
$30K 0.01%
1,600
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391
$30K 0.01%
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392
$29K 0.01%
630
393
$29K 0.01%
600
394
$29K 0.01%
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395
$29K 0.01%
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$28K 0.01%
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$28K 0.01%
600
398
$27K 0.01%
+1,500
399
$27K 0.01%
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400
$27K 0.01%
500