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 Buys

1
+$2.8M
2
+$999K
3
+$548K
4
IPG
Interpublic Group of Companies
IPG
+$544K
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$540K

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 13.6%
2 Technology 13.24%
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
426
$6K ﹤0.01%
110
427
$6K ﹤0.01%
252
428
$6K ﹤0.01%
200
429
$5K ﹤0.01%
100
430
$5K ﹤0.01%
75
431
$5K ﹤0.01%
50
-38
432
$5K ﹤0.01%
282
+42
433
$5K ﹤0.01%
239
434
$5K ﹤0.01%
50
435
$5K ﹤0.01%
168
436
$4K ﹤0.01%
164
+24
437
$4K ﹤0.01%
100
438
$4K ﹤0.01%
+252
439
$4K ﹤0.01%
128
-151
440
$3K ﹤0.01%
50
441
$2K ﹤0.01%
140
+20
442
$2K ﹤0.01%
46
-183
443
$2K ﹤0.01%
50
444
$2K ﹤0.01%
15
-27
445
$2K ﹤0.01%
78
446
$2K ﹤0.01%
+124
447
$1K ﹤0.01%
10
-55
448
$1K ﹤0.01%
51
+6
449
$1K ﹤0.01%
16
450
$1K ﹤0.01%
78
16 17
18
19 20