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
$287M
AUM Growth
+$60.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
561
New
Increased
Reduced
Closed

Top Buys

1
+$3.39M
2
+$2.57M
3
+$2.11M
4
JPM icon
JPMorgan Chase
JPM
+$2.02M
5
DIS icon
Walt Disney
DIS
+$1.78M

Top Sells

1
+$1.95M
2
+$1M
3
+$514K
4
NVS icon
Novartis
NVS
+$466K
5
RTN
Raytheon Company
RTN
+$263K

Sector Composition

1 Healthcare 14.07%
2 Industrials 13.79%
3 Technology 12.65%
4 Consumer Staples 11.35%
5 Energy 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$4K ﹤0.01%
+56
402
$4K ﹤0.01%
+75
403
$4K ﹤0.01%
32
-423
404
$4K ﹤0.01%
+260
405
$4K ﹤0.01%
+240
406
$4K ﹤0.01%
+60
407
$4K ﹤0.01%
+17
408
$4K ﹤0.01%
34
+24
409
$4K ﹤0.01%
140
410
$4K ﹤0.01%
+23
411
$4K ﹤0.01%
101
+16
412
$4K ﹤0.01%
+31
413
$4K ﹤0.01%
110
414
$4K ﹤0.01%
+88
415
$4K ﹤0.01%
+16
416
$4K ﹤0.01%
+39
417
$4K ﹤0.01%
+37
418
$4K ﹤0.01%
+28
419
$4K ﹤0.01%
+72
420
$4K ﹤0.01%
168
-36
421
$4K ﹤0.01%
29
+18
422
$4K ﹤0.01%
+48
423
$4K ﹤0.01%
+54
424
$4K ﹤0.01%
+25
425
$4K ﹤0.01%
31
+15
15 16
17
18 19