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
$382M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
826
New
Increased
Reduced
Closed

Top Buys

1
+$835K
2
+$464K
3
+$442K
4
INTC icon
Intel
INTC
+$385K
5
ABBV icon
AbbVie
ABBV
+$338K

Top Sells

1
+$1.11M
2
+$1.02M
3
+$716K
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$680K
5
GE icon
GE Aerospace
GE
+$678K

Sector Composition

1 Technology 15.58%
2 Industrials 12.9%
3 Healthcare 12.12%
4 Financials 10.68%
5 Consumer Staples 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$27K 0.01%
2,000
402
$27K 0.01%
375
403
$27K 0.01%
600
404
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497
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405
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+1,000
406
$26K 0.01%
316
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407
$26K 0.01%
2,000
408
$26K 0.01%
464
+48
409
$26K 0.01%
816
410
$25K 0.01%
352
-18
411
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412
$25K 0.01%
2,700
413
$25K 0.01%
472
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414
$25K 0.01%
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415
$24K 0.01%
217
416
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400
417
$24K 0.01%
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418
$24K 0.01%
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419
$24K 0.01%
300
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420
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421
$23K 0.01%
200
422
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500
423
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1,330
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424
$23K 0.01%
592
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425
$23K 0.01%
289
15 16
17
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