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
$405M
AUM Growth
+$34.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
609
New
Increased
Reduced
Closed

Top Buys

1
+$2.68M
2
+$2.05M
3
+$985K
4
DBRG icon
DigitalBridge
DBRG
+$944K
5
XOM icon
Exxon Mobil
XOM
+$922K

Top Sells

1
+$747K
2
+$626K
3
+$611K
4
RTN
Raytheon Company
RTN
+$511K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$501K

Sector Composition

1 Technology 18.1%
2 Healthcare 13.2%
3 Industrials 11.79%
4 Financials 11.16%
5 Consumer Discretionary 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$11K ﹤0.01%
313
452
$11K ﹤0.01%
+502
453
$11K ﹤0.01%
130
-1,776
454
$11K ﹤0.01%
50
455
$11K ﹤0.01%
400
456
$11K ﹤0.01%
270
457
$10K ﹤0.01%
+200
458
$10K ﹤0.01%
+196
459
$10K ﹤0.01%
+225
460
$10K ﹤0.01%
109
461
$10K ﹤0.01%
250
462
$10K ﹤0.01%
124
463
$10K ﹤0.01%
774
464
$9K ﹤0.01%
200
465
$9K ﹤0.01%
194
466
$9K ﹤0.01%
150
467
$9K ﹤0.01%
1,300
-500
468
$8K ﹤0.01%
+1,000
469
$8K ﹤0.01%
+10
470
$8K ﹤0.01%
97
+32
471
$8K ﹤0.01%
750
472
$8K ﹤0.01%
474
473
$8K ﹤0.01%
+500
474
$8K ﹤0.01%
34
475
$7K ﹤0.01%
100
17 18
19
20 21