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
426
$21K ﹤0.01%
338
427
$20K ﹤0.01%
51
428
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100
-25
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200
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+110
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432
$19K ﹤0.01%
48
433
$19K ﹤0.01%
122
434
$19K ﹤0.01%
706
435
$19K ﹤0.01%
110
436
$19K ﹤0.01%
863
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$19K ﹤0.01%
340
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462
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$19K ﹤0.01%
300
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$18K ﹤0.01%
+375
441
$18K ﹤0.01%
160
442
$18K ﹤0.01%
263
443
$18K ﹤0.01%
205
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447
+163
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$18K ﹤0.01%
+350
446
$18K ﹤0.01%
415
447
$18K ﹤0.01%
90
448
$18K ﹤0.01%
+118
449
$17K ﹤0.01%
+424
450
$16K ﹤0.01%
600
+200