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
401
$27K 0.01%
200
402
$27K 0.01%
500
403
$27K 0.01%
1,032
-24,000
404
$27K 0.01%
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405
$27K 0.01%
306
406
$26K 0.01%
769
407
$26K 0.01%
595
408
$26K 0.01%
+175
409
$26K 0.01%
+423
410
$26K 0.01%
395
411
$25K 0.01%
+190
412
$25K 0.01%
+174
413
$25K 0.01%
324
414
$24K 0.01%
564
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415
$24K 0.01%
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416
$23K ﹤0.01%
1,450
417
$23K ﹤0.01%
600
+200
418
$23K ﹤0.01%
300
419
$23K ﹤0.01%
+159
420
$23K ﹤0.01%
200
421
$22K ﹤0.01%
308
422
$22K ﹤0.01%
1,350
+1,000
423
$22K ﹤0.01%
300
424
$21K ﹤0.01%
+134
425
$21K ﹤0.01%
232
-359
15 16
17
18 19