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
$353M
AUM Growth
+$7.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
620
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$1.73M
3
+$1.66M
4
IBM icon
IBM
IBM
+$1.14M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$687K

Top Sells

1
+$1.5M
2
+$1.28M
3
+$1.27M
4
TROW icon
T. Rowe Price
TROW
+$1.23M
5
WWAV
The WhiteWave Foods Company
WWAV
+$847K

Sector Composition

1 Technology 14.47%
2 Industrials 13.57%
3 Healthcare 12.7%
4 Financials 10.7%
5 Consumer Staples 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.32M 0.94%
31,242
+2,318
27
$3.21M 0.91%
22,051
-207
28
$3.2M 0.91%
32,956
-689
29
$3.2M 0.9%
13,139
-1
30
$3.16M 0.89%
57,031
-6,679
31
$3.03M 0.86%
32,677
+1,335
32
$2.88M 0.81%
47,081
+100
33
$2.73M 0.77%
21,123
-4,665
34
$2.64M 0.75%
36,391
+116
35
$2.61M 0.74%
17,054
-50
36
$2.57M 0.73%
76,070
+1,501
37
$2.55M 0.72%
17,842
-19
38
$2.53M 0.72%
32,922
+208
39
$2.52M 0.71%
88,253
+2,761
40
$2.47M 0.7%
10,670
41
$2.43M 0.69%
48,393
+33,020
42
$2.39M 0.68%
51,380
+14,780
43
$2.38M 0.67%
52,944
-11,456
44
$2.21M 0.63%
14,640
-2,806
45
$2.1M 0.59%
37,815
+815
46
$1.96M 0.55%
43,080
+3,040
47
$1.93M 0.55%
13,480
48
$1.92M 0.54%
76,095
+5,376
49
$1.9M 0.54%
13,447
-551
50
$1.82M 0.51%
19,376
-11
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2
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