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
$347M
AUM Growth
-$57.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
561
New
Increased
Reduced
Closed

Top Buys

1
+$5.92M
2
+$3.39M
3
+$1.52M
4
CI icon
Cigna
CI
+$445K
5
MCO icon
Moody's
MCO
+$315K

Top Sells

1
+$1.58M
2
+$916K
3
+$814K
4
GE icon
GE Aerospace
GE
+$712K
5
CA
CA, Inc.
CA
+$639K

Sector Composition

1 Technology 16.9%
2 Healthcare 13.84%
3 Financials 11.27%
4 Industrials 10.37%
5 Consumer Staples 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$10K ﹤0.01%
400
427
$10K ﹤0.01%
270
428
$10K ﹤0.01%
31
429
$9K ﹤0.01%
+200
430
$9K ﹤0.01%
124
431
$9K ﹤0.01%
313
432
$9K ﹤0.01%
225
433
$9K ﹤0.01%
150
434
$8K ﹤0.01%
+14
435
$8K ﹤0.01%
10
436
$8K ﹤0.01%
97
437
$8K ﹤0.01%
774
438
$8K ﹤0.01%
1,001
-4,000
439
$8K ﹤0.01%
124
-6
440
$8K ﹤0.01%
50
441
$8K ﹤0.01%
+308
442
$7K ﹤0.01%
328
-2,059
443
$7K ﹤0.01%
43
-300
444
$7K ﹤0.01%
250
445
$7K ﹤0.01%
120
446
$7K ﹤0.01%
200
447
$7K ﹤0.01%
+332
448
$6K ﹤0.01%
239
449
$6K ﹤0.01%
136
450
$6K ﹤0.01%
900
16 17
18
19 20