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
$474M
AUM Growth
+$95.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
592
New
Increased
Reduced
Closed

Top Buys

1
+$85.1M
2
+$1.51M
3
+$956K
4
MSFT icon
Microsoft
MSFT
+$823K
5
ABT icon
Abbott
ABT
+$776K

Top Sells

1
+$1.48M
2
+$1.07M
3
+$818K
4
HIG icon
Hartford Financial Services
HIG
+$681K
5
WY icon
Weyerhaeuser
WY
+$628K

Sector Composition

1 Healthcare 28.43%
2 Technology 15.48%
3 Financials 9.49%
4 Industrials 8.81%
5 Consumer Discretionary 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$16K ﹤0.01%
333
452
$16K ﹤0.01%
335
453
$15K ﹤0.01%
+300
454
$15K ﹤0.01%
650
455
$15K ﹤0.01%
+230
456
$15K ﹤0.01%
136
+88
457
$15K ﹤0.01%
274
-301
458
$14K ﹤0.01%
+165
459
$14K ﹤0.01%
+17
460
$14K ﹤0.01%
1,000
461
$13K ﹤0.01%
14
462
$13K ﹤0.01%
270
463
$13K ﹤0.01%
1,100
464
$13K ﹤0.01%
+100
465
$12K ﹤0.01%
274
466
$12K ﹤0.01%
89
467
$12K ﹤0.01%
412
-1,188
468
$12K ﹤0.01%
218
469
$12K ﹤0.01%
77
470
$12K ﹤0.01%
+372
471
$12K ﹤0.01%
+300
472
$11K ﹤0.01%
10
473
$11K ﹤0.01%
319
474
$11K ﹤0.01%
+270
475
$11K ﹤0.01%
400
17 18
19
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