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
526
$10K ﹤0.01%
260
527
$10K ﹤0.01%
179
528
$10K ﹤0.01%
190
529
$10K ﹤0.01%
75
-25
530
$10K ﹤0.01%
+124
531
$10K ﹤0.01%
313
532
$10K ﹤0.01%
+200
533
$10K ﹤0.01%
200
534
$10K ﹤0.01%
900
-2,200
535
$10K ﹤0.01%
364
536
$10K ﹤0.01%
1,800
537
$10K ﹤0.01%
+306
538
$10K ﹤0.01%
284
539
$9K ﹤0.01%
226
540
$9K ﹤0.01%
+110
541
$9K ﹤0.01%
774
542
$9K ﹤0.01%
341
543
$9K ﹤0.01%
225
544
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+50
545
$9K ﹤0.01%
240
-110
546
$9K ﹤0.01%
116
547
$9K ﹤0.01%
524
548
$9K ﹤0.01%
53
+14
549
$9K ﹤0.01%
143
550
$9K ﹤0.01%
423
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