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
$296M
AUM Growth
+$8.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Sells

1 +$1.62M
2 +$1.15M
3 +$918K
4
GE icon
GE Aerospace
GE
+$828K
5
BIIB icon
Biogen
BIIB
+$506K

Sector Composition

1 Industrials 13.56%
2 Technology 13.28%
3 Healthcare 12.96%
4 Consumer Staples 10.45%
5 Financials 9.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$12K ﹤0.01%
400
402
$12K ﹤0.01%
+640
403
$12K ﹤0.01%
+560
404
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500
405
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515
406
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337
407
$11K ﹤0.01%
750
408
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130
409
$11K ﹤0.01%
1,080
410
$10K ﹤0.01%
368
+55
411
$10K ﹤0.01%
+162
412
$10K ﹤0.01%
305
413
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415
$9K ﹤0.01%
37
416
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417
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169
+26
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75
421
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161
422
$8K ﹤0.01%
+345
423
$8K ﹤0.01%
+302
424
$7K ﹤0.01%
+220
425
$7K ﹤0.01%
200