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
$474M
AUM Growth
+$95.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
592
New
Increased
Reduced
Closed

Top Buys

1 +$85.1M
2 +$1.51M
3 +$956K
4
MSFT icon
Microsoft
MSFT
+$823K
5
ABT icon
Abbott
ABT
+$776K

Top Sells

1 +$1.48M
2 +$1.07M
3 +$818K
4
HIG icon
Hartford Financial Services
HIG
+$681K
5
WY icon
Weyerhaeuser
WY
+$628K

Sector Composition

1 Healthcare 28.43%
2 Technology 15.48%
3 Financials 9.49%
4 Industrials 8.81%
5 Consumer Discretionary 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$11K ﹤0.01%
465
477
$11K ﹤0.01%
225
478
$11K ﹤0.01%
594
479
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+100
480
$10K ﹤0.01%
500
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1,001
482
$10K ﹤0.01%
+640
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50
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105
-1,900
486
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487
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34
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774
491
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97
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+42
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$8K ﹤0.01%
403
498
$7K ﹤0.01%
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499
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40
500
$7K ﹤0.01%
+150