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
$296M
AUM Growth
+$8.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$999K
3
+$548K
4
IPG icon
Interpublic Group of Companies
IPG
+$544K
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$540K

Top Sells

1
+$1.62M
2
+$1.15M
3
+$918K
4
GE icon
GE Aerospace
GE
+$828K
5
BIIB icon
Biogen
BIIB
+$506K

Sector Composition

1 Industrials 13.56%
2 Technology 13.28%
3 Healthcare 12.96%
4 Consumer Staples 10.45%
5 Financials 9.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.88M 0.97%
20,691
-31
27
$2.8M 0.95%
+51,800
28
$2.67M 0.9%
51,379
+127
29
$2.6M 0.88%
27,987
+2,356
30
$2.59M 0.88%
68,710
+715
31
$2.57M 0.87%
30,644
+210
32
$2.55M 0.86%
20,294
+825
33
$2.49M 0.84%
17,214
+818
34
$2.47M 0.84%
80,628
+10,377
35
$2.4M 0.81%
40,361
+2,223
36
$2.18M 0.74%
34,062
-200
37
$2.12M 0.72%
33,651
-168
38
$2.02M 0.68%
17,518
-282
39
$1.95M 0.66%
24,757
+1,434
40
$1.94M 0.66%
45,764
+1,784
41
$1.92M 0.65%
10,538
+806
42
$1.9M 0.64%
21,844
+3,750
43
$1.67M 0.56%
13,401
+195
44
$1.61M 0.55%
13,480
+2,184
45
$1.6M 0.54%
19,376
+206
46
$1.55M 0.53%
22,860
47
$1.51M 0.51%
34,030
+2,484
48
$1.5M 0.51%
62,316
+8,100
49
$1.42M 0.48%
19,120
+1,368
50
$1.39M 0.47%
14,325
-92
1
2
3 4 5