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
$353M
AUM Growth
+$7.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
620
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$1.73M
3
+$1.66M
4
IBM icon
IBM
IBM
+$1.14M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$687K

Top Sells

1
+$1.5M
2
+$1.28M
3
+$1.27M
4
TROW icon
T. Rowe Price
TROW
+$1.23M
5
WWAV
The WhiteWave Foods Company
WWAV
+$847K

Sector Composition

1 Technology 14.46%
2 Industrials 13.59%
3 Healthcare 12.7%
4 Financials 10.7%
5 Consumer Staples 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$19K 0.01%
275
402
$19K 0.01%
1,100
403
$19K 0.01%
120
+20
404
$18K 0.01%
1,000
405
$18K 0.01%
+153
406
$18K 0.01%
646
407
$17K ﹤0.01%
205
408
$17K ﹤0.01%
500
409
$17K ﹤0.01%
200
410
$17K ﹤0.01%
+238
411
$16K ﹤0.01%
48
412
$16K ﹤0.01%
122
-2
413
$16K ﹤0.01%
190
414
$16K ﹤0.01%
400
+66
415
$16K ﹤0.01%
357
416
$16K ﹤0.01%
+256
417
$16K ﹤0.01%
324
-6
418
$16K ﹤0.01%
+480
419
$16K ﹤0.01%
1,080
420
$16K ﹤0.01%
500
421
$16K ﹤0.01%
+781
422
$15K ﹤0.01%
443
423
$15K ﹤0.01%
978
424
$15K ﹤0.01%
+690
425
$15K ﹤0.01%
492
15 16
17
18 19