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
$486M
AUM Growth
-$96.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$4.99M
2
+$1.41M
3
+$679K
4
UBER icon
Uber
UBER
+$660K
5
NEE icon
NextEra Energy
NEE
+$602K

Top Sells

1
+$3.89M
2
+$2.33M
3
+$1.8M
4
MDLZ icon
Mondelez International
MDLZ
+$1.73M
5
AMZN icon
Amazon
AMZN
+$1.6M

Sector Composition

1 Technology 19.74%
2 Healthcare 10.66%
3 Consumer Discretionary 6.96%
4 Financials 6.73%
5 Consumer Staples 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.34M 0.89%
39,660
-20
27
$4.11M 0.85%
24,397
+100
28
$4.08M 0.84%
52,936
-920
29
$3.83M 0.79%
10,161
+27
30
$3.49M 0.72%
14,132
-440
31
$3.43M 0.71%
37,589
32
$3.42M 0.7%
37,554
+595
33
$3.42M 0.7%
82,204
+705
34
$3.27M 0.67%
8
35
$3.26M 0.67%
14,926
-310
36
$3.24M 0.67%
22,384
-215
37
$3.08M 0.63%
36,087
+76
38
$3.05M 0.63%
28,081
+361
39
$2.98M 0.61%
27,498
-198
40
$2.93M 0.6%
41,993
+4,048
41
$2.9M 0.6%
44,842
42
$2.89M 0.6%
12,030
-223
43
$2.87M 0.59%
67,287
+2,347
44
$2.86M 0.59%
37,993
-482
45
$2.84M 0.58%
45,152
+816
46
$2.75M 0.57%
57,687
-200
47
$2.59M 0.53%
7,395
-25
48
$2.59M 0.53%
18,700
49
$2.56M 0.53%
39,444
50
$2.56M 0.53%
6,985
+8
1
2
3 4 5