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
$346M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
588
New
Increased
Reduced
Closed

Top Buys

1
+$4.24M
2
+$2.33M
3
+$1.21M
4
NTRS icon
Northern Trust
NTRS
+$874K
5
TJX icon
TJX Companies
TJX
+$757K

Top Sells

1
+$1.37M
2
+$1.31M
3
+$1.02M
4
VZ icon
Verizon
VZ
+$910K
5
GIS icon
General Mills
GIS
+$747K

Sector Composition

1 Industrials 13.45%
2 Technology 13.35%
3 Healthcare 12.24%
4 Financials 11.27%
5 Consumer Staples 9.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$15K ﹤0.01%
553
-553
427
$15K ﹤0.01%
180
-114
428
$14K ﹤0.01%
120
429
$14K ﹤0.01%
+334
430
$14K ﹤0.01%
978
431
$14K ﹤0.01%
217
+1
432
$14K ﹤0.01%
250
433
$14K ﹤0.01%
226
-111
434
$13K ﹤0.01%
333
-475
435
$13K ﹤0.01%
170
436
$13K ﹤0.01%
200
437
$13K ﹤0.01%
443
438
$13K ﹤0.01%
350
-59
439
$13K ﹤0.01%
562
440
$12K ﹤0.01%
135
+5
441
$12K ﹤0.01%
270
442
$12K ﹤0.01%
250
443
$11K ﹤0.01%
350
444
$11K ﹤0.01%
290
445
$11K ﹤0.01%
305
446
$11K ﹤0.01%
+235
447
$10K ﹤0.01%
120
448
$10K ﹤0.01%
313
-55
449
$10K ﹤0.01%
+200
450
$10K ﹤0.01%
75
16 17
18
19 20