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
501
$7K ﹤0.01%
332
502
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+123
503
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504
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505
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506
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200
-108
507
$6K ﹤0.01%
69
508
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509
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510
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511
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+61
512
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500
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514
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515
$6K ﹤0.01%
120
516
$6K ﹤0.01%
50
517
$5K ﹤0.01%
25
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518
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80
-1,000
519
$5K ﹤0.01%
1,600
520
$5K ﹤0.01%
+508
521
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43
522
$5K ﹤0.01%
+160
523
$4K ﹤0.01%
14
524
$4K ﹤0.01%
230
525
$4K ﹤0.01%
+25
19 20
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