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
$347M
AUM Growth
-$57.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
561
New
Increased
Reduced
Closed

Top Buys

1
+$5.92M
2
+$3.39M
3
+$1.52M
4
CI icon
Cigna
CI
+$445K
5
MCO icon
Moody's
MCO
+$315K

Top Sells

1
+$1.58M
2
+$916K
3
+$814K
4
GE icon
GE Aerospace
GE
+$712K
5
CA
CA, Inc.
CA
+$639K

Sector Composition

1 Technology 16.9%
2 Healthcare 13.84%
3 Financials 11.27%
4 Industrials 10.37%
5 Consumer Staples 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$6K ﹤0.01%
281
-281
452
$6K ﹤0.01%
34
453
$5K ﹤0.01%
69
-40
454
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40
455
$5K ﹤0.01%
48
-852
456
$5K ﹤0.01%
100
457
$5K ﹤0.01%
500
458
$5K ﹤0.01%
197
459
$5K ﹤0.01%
120
460
$5K ﹤0.01%
331
-199
461
$5K ﹤0.01%
+25
462
$5K ﹤0.01%
+51
463
$4K ﹤0.01%
200
464
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68
465
$4K ﹤0.01%
+180
466
$4K ﹤0.01%
251
467
$4K ﹤0.01%
+50
468
$4K ﹤0.01%
123
469
$4K ﹤0.01%
1,300
470
$4K ﹤0.01%
85
471
$4K ﹤0.01%
50
472
$3K ﹤0.01%
14
473
$3K ﹤0.01%
62
-253
474
$3K ﹤0.01%
+105
475
$3K ﹤0.01%
110
17 18
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