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
$382M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
826
New
Increased
Reduced
Closed

Top Buys

1
+$835K
2
+$464K
3
+$442K
4
INTC icon
Intel
INTC
+$385K
5
ABBV icon
AbbVie
ABBV
+$338K

Top Sells

1
+$1.11M
2
+$1.02M
3
+$716K
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$680K
5
GE icon
GE Aerospace
GE
+$678K

Sector Composition

1 Technology 15.58%
2 Industrials 12.9%
3 Healthcare 12.12%
4 Financials 10.68%
5 Consumer Staples 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$16K ﹤0.01%
506
477
$16K ﹤0.01%
1,003
478
$16K ﹤0.01%
165
479
$16K ﹤0.01%
308
480
$15K ﹤0.01%
315
-18
481
$15K ﹤0.01%
768
482
$15K ﹤0.01%
350
483
$15K ﹤0.01%
75
+12
484
$15K ﹤0.01%
978
485
$15K ﹤0.01%
204
486
$15K ﹤0.01%
690
487
$15K ﹤0.01%
228
488
$15K ﹤0.01%
362
-408
489
$15K ﹤0.01%
1,300
490
$15K ﹤0.01%
296
491
$14K ﹤0.01%
400
492
$14K ﹤0.01%
130
493
$14K ﹤0.01%
1,000
494
$14K ﹤0.01%
562
495
$14K ﹤0.01%
250
496
$14K ﹤0.01%
238
497
$13K ﹤0.01%
120
498
$13K ﹤0.01%
279
499
$13K ﹤0.01%
230
-765
500
$13K ﹤0.01%
286
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