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
451
$12K ﹤0.01%
+255
452
$11K ﹤0.01%
543
453
$11K ﹤0.01%
313
454
$11K ﹤0.01%
200
455
$11K ﹤0.01%
+240
456
$11K ﹤0.01%
+75
457
$11K ﹤0.01%
+233
458
$10K ﹤0.01%
120
459
$10K ﹤0.01%
+541
460
$10K ﹤0.01%
75
461
$10K ﹤0.01%
+193
462
$10K ﹤0.01%
+200
463
$9K ﹤0.01%
132
-85
464
$8K ﹤0.01%
237
+221
465
$8K ﹤0.01%
200
466
$8K ﹤0.01%
60
+58
467
$7K ﹤0.01%
+277
468
$7K ﹤0.01%
278
-747
469
$7K ﹤0.01%
210
470
$7K ﹤0.01%
146
-45
471
$7K ﹤0.01%
230
472
$7K ﹤0.01%
150
-76
473
$6K ﹤0.01%
240
474
$6K ﹤0.01%
210
475
$6K ﹤0.01%
750
17 18
19
20 21