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
426
$15K ﹤0.01%
325
+55
427
$15K ﹤0.01%
171
428
$15K ﹤0.01%
200
429
$15K ﹤0.01%
+1,300
430
$15K ﹤0.01%
233
+229
431
$14K ﹤0.01%
130
-5
432
$14K ﹤0.01%
+1,000
433
$14K ﹤0.01%
562
434
$14K ﹤0.01%
222
435
$14K ﹤0.01%
177
-3
436
$14K ﹤0.01%
+181
437
$14K ﹤0.01%
+219
438
$14K ﹤0.01%
+1,800
439
$13K ﹤0.01%
115
-46
440
$13K ﹤0.01%
+66
441
$13K ﹤0.01%
+1,000
442
$13K ﹤0.01%
333
443
$13K ﹤0.01%
+100
444
$12K ﹤0.01%
+468
445
$12K ﹤0.01%
+365
446
$12K ﹤0.01%
120
447
$12K ﹤0.01%
225
+223
448
$12K ﹤0.01%
+658
449
$12K ﹤0.01%
+316
450
$12K ﹤0.01%
350
16 17
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