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
$570M
AUM Growth
-$74.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
885
New
Increased
Reduced
Closed

Top Buys

1
+$3.15M
2
+$2.7M
3
+$2.52M
4
MSFT icon
Microsoft
MSFT
+$2.43M
5
TPL icon
Texas Pacific Land
TPL
+$1.53M

Top Sells

1
+$202M
2
+$4.43M
3
+$2.4M
4
XOM icon
Exxon Mobil
XOM
+$1.69M
5
JPM icon
JPMorgan Chase
JPM
+$1.35M

Sector Composition

1 Technology 19.54%
2 Healthcare 18.02%
3 Consumer Discretionary 8.28%
4 Financials 8.18%
5 Industrials 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.06M 0.89%
91,967
+7,264
27
$5.04M 0.88%
42,566
+5,573
28
$4.98M 0.87%
21,307
-2,442
29
$4.97M 0.87%
34,095
-5,184
30
$4.87M 0.85%
26,824
+6,936
31
$4.86M 0.85%
42,100
+6,680
32
$4.68M 0.82%
12,292
+694
33
$4.68M 0.82%
15,254
+312
34
$4.64M 0.81%
87,746
+12,993
35
$4.31M 0.76%
67,123
-5,162
36
$4.2M 0.74%
80,203
+2,082
37
$4.2M 0.74%
54,024
+12,232
38
$4.08M 0.72%
7,727
+160
39
$4M 0.7%
9,667
+619
40
$3.67M 0.64%
49,723
-59,872
41
$3.6M 0.63%
46,763
-553
42
$3.54M 0.62%
11,781
-102
43
$3.45M 0.61%
7,112
+5,188
44
$3.43M 0.6%
15,122
+6,106
45
$3.42M 0.6%
16,665
+4,748
46
$3.23M 0.57%
37,987
-598
47
$3.15M 0.55%
7,155
-130
48
$3.08M 0.54%
28,839
+4,200
49
$3.05M 0.53%
42,338
+16,149
50
$3.01M 0.53%
7
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