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
451
$9K ﹤0.01%
+125
452
$9K ﹤0.01%
191
-5
453
$9K ﹤0.01%
+543
454
$9K ﹤0.01%
+114
455
$8K ﹤0.01%
750
456
$8K ﹤0.01%
99
-1,042
457
$8K ﹤0.01%
210
-60
458
$8K ﹤0.01%
200
459
$8K ﹤0.01%
+365
460
$8K ﹤0.01%
+381
461
$8K ﹤0.01%
466
462
$8K ﹤0.01%
230
-107
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$7K ﹤0.01%
220
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$7K ﹤0.01%
310
465
$6K ﹤0.01%
100
466
$6K ﹤0.01%
240
-42
467
$6K ﹤0.01%
210
468
$6K ﹤0.01%
110
469
$5K ﹤0.01%
300
470
$5K ﹤0.01%
128
471
$5K ﹤0.01%
239
472
$5K ﹤0.01%
100
473
$5K ﹤0.01%
168
474
$5K ﹤0.01%
170
475
$5K ﹤0.01%
150
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