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
$405M
AUM Growth
+$34.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
609
New
Increased
Reduced
Closed

Top Buys

1
+$2.68M
2
+$2.05M
3
+$985K
4
DBRG icon
DigitalBridge
DBRG
+$944K
5
XOM icon
Exxon Mobil
XOM
+$922K

Top Sells

1
+$747K
2
+$626K
3
+$611K
4
RTN
Raytheon Company
RTN
+$511K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$501K

Sector Composition

1 Technology 18.1%
2 Healthcare 13.2%
3 Industrials 11.79%
4 Financials 11.16%
5 Consumer Discretionary 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$7K ﹤0.01%
79
477
$7K ﹤0.01%
136
478
$7K ﹤0.01%
110
479
$7K ﹤0.01%
50
480
$6K ﹤0.01%
40
481
$6K ﹤0.01%
+40
482
$6K ﹤0.01%
200
483
$6K ﹤0.01%
500
484
$6K ﹤0.01%
68
-17
485
$6K ﹤0.01%
239
486
$6K ﹤0.01%
247
487
$6K ﹤0.01%
132
488
$6K ﹤0.01%
+123
489
$5K ﹤0.01%
+85
490
$5K ﹤0.01%
75
491
$5K ﹤0.01%
50
492
$5K ﹤0.01%
+148
493
$5K ﹤0.01%
+14
494
$5K ﹤0.01%
+100
495
$5K ﹤0.01%
100
496
$5K ﹤0.01%
144
497
$5K ﹤0.01%
+197
498
$5K ﹤0.01%
+120
499
$4K ﹤0.01%
57
500
$4K ﹤0.01%
110
18 19
20
21 22