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 14.46%
2 Industrials 13.59%
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
476
$6K ﹤0.01%
+79
477
$6K ﹤0.01%
239
478
$6K ﹤0.01%
+195
479
$5K ﹤0.01%
100
480
$5K ﹤0.01%
100
481
$5K ﹤0.01%
168
482
$5K ﹤0.01%
300
483
$5K ﹤0.01%
110
484
$4K ﹤0.01%
59
-9
485
$4K ﹤0.01%
+100
486
$4K ﹤0.01%
+251
487
$4K ﹤0.01%
214
488
$3K ﹤0.01%
73
-227
489
$3K ﹤0.01%
120
490
$3K ﹤0.01%
140
491
$3K ﹤0.01%
+40
492
$3K ﹤0.01%
42
493
$3K ﹤0.01%
+160
494
$3K ﹤0.01%
252
495
$3K ﹤0.01%
150
496
$2K ﹤0.01%
200
497
$2K ﹤0.01%
120
498
$2K ﹤0.01%
44
499
$2K ﹤0.01%
78
500
$2K ﹤0.01%
106
18 19
20
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