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
$287M
AUM Growth
+$60.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
561
New
Increased
Reduced
Closed

Top Buys

1
+$3.39M
2
+$2.57M
3
+$2.11M
4
JPM icon
JPMorgan Chase
JPM
+$2.02M
5
DIS icon
Walt Disney
DIS
+$1.78M

Top Sells

1
+$1.95M
2
+$1M
3
+$514K
4
NVS icon
Novartis
NVS
+$466K
5
RTN
Raytheon Company
RTN
+$263K

Sector Composition

1 Healthcare 14.07%
2 Industrials 13.75%
3 Technology 12.69%
4 Consumer Staples 11.35%
5 Energy 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.86M 1%
51,252
+645
27
$2.72M 0.95%
20,722
+10
28
$2.54M 0.89%
19,469
+10,447
29
$2.53M 0.88%
30,434
+2,546
30
$2.51M 0.87%
25,631
+18,212
31
$2.37M 0.83%
16,396
+3,259
32
$2.29M 0.8%
70,251
+2,391
33
$2.23M 0.78%
67,995
+5,564
34
$2.21M 0.77%
34,262
+9,623
35
$2.14M 0.75%
17,800
+692
36
$2.1M 0.73%
38,138
+4,558
37
$2.09M 0.73%
33,819
+1,162
38
$1.99M 0.7%
43,980
+8,499
39
$1.84M 0.64%
23,323
+2,722
40
$1.66M 0.58%
9,732
+563
41
$1.62M 0.56%
59,564
-111
42
$1.6M 0.56%
18,094
+9,878
43
$1.52M 0.53%
13,206
+82
44
$1.51M 0.53%
22,860
+18,690
45
$1.49M 0.52%
31,546
+5,860
46
$1.47M 0.51%
14,417
+9,387
47
$1.42M 0.5%
19,170
+18,328
48
$1.39M 0.49%
5,765
+10
49
$1.32M 0.46%
54,216
+3,723
50
$1.3M 0.45%
17,752
+10,923
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