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
$287M
AUM Growth
+$60.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
561
New
Increased
Reduced
Closed

Top Buys

1
+$3.39M
2
+$2.57M
3
+$2.11M
4
JPM icon
JPMorgan Chase
JPM
+$2.02M
5
DIS icon
Walt Disney
DIS
+$1.78M

Top Sells

1
+$1.95M
2
+$1M
3
+$514K
4
NVS icon
Novartis
NVS
+$466K
5
RTN
Raytheon Company
RTN
+$263K

Sector Composition

1 Healthcare 14.07%
2 Industrials 13.79%
3 Technology 12.65%
4 Consumer Staples 11.35%
5 Energy 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$3K ﹤0.01%
236
-364
452
$3K ﹤0.01%
+50
453
$2K ﹤0.01%
+120
454
$2K ﹤0.01%
84
-340
455
$2K ﹤0.01%
+75
456
$2K ﹤0.01%
42
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457
$2K ﹤0.01%
+10
458
$2K ﹤0.01%
+19
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45
460
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+50
461
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45
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5
463
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465
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78
466
$1K ﹤0.01%
50
+45
467
$1K ﹤0.01%
18
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468
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470
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471
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472
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473
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– –
-25
17 18
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20 21