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
501
$13K ﹤0.01%
1,000
502
$13K ﹤0.01%
433
503
$13K ﹤0.01%
62
504
$13K ﹤0.01%
400
-400
505
$13K ﹤0.01%
887
506
$13K ﹤0.01%
270
-55
507
$13K ﹤0.01%
298
508
$13K ﹤0.01%
529
509
$12K ﹤0.01%
66
510
$12K ﹤0.01%
319
511
$12K ﹤0.01%
78
512
$12K ﹤0.01%
173
513
$12K ﹤0.01%
67
514
$12K ﹤0.01%
43
515
$12K ﹤0.01%
391
516
$12K ﹤0.01%
213
517
$11K ﹤0.01%
165
518
$11K ﹤0.01%
218
519
$11K ﹤0.01%
+500
520
$11K ﹤0.01%
120
521
$11K ﹤0.01%
151
522
$11K ﹤0.01%
+1,050
523
$11K ﹤0.01%
296
524
$11K ﹤0.01%
952
525
$11K ﹤0.01%
98