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
26
$4.44M 0.94%
20,835
+75
27
$4.02M 0.85%
47,815
+9,230
28
$3.9M 0.82%
17,227
-1,354
29
$3.49M 0.74%
20,100
+301
30
$3.47M 0.73%
62,180
-1,027
31
$3.43M 0.72%
63,360
+6,620
32
$3.38M 0.71%
42,273
-1,867
33
$3.16M 0.67%
8,632
-47
34
$3.11M 0.66%
68,581
-362
35
$3.07M 0.65%
42,203
-765
36
$3M 0.63%
8,250
-67
37
$2.94M 0.62%
54,420
+4,780
38
$2.92M 0.62%
55,797
-4,433
39
$2.7M 0.57%
18,302
-232
40
$2.69M 0.57%
10,165
+5,709
41
$2.65M 0.56%
46,512
+30
42
$2.64M 0.56%
13,676
+213
43
$2.56M 0.54%
19,232
-400
44
$2.52M 0.53%
47,910
-1,483
45
$2.49M 0.53%
48,948
-927
46
$2.39M 0.5%
12,001
-134
47
$2.28M 0.48%
13,456
-38
48
$2.23M 0.47%
7
49
$2.21M 0.47%
27,026
-222
50
$2.15M 0.45%
84,903
-9,100
1
2
3 4 5