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
526
$4K ﹤0.01%
+28
527
$4K ﹤0.01%
74
528
$4K ﹤0.01%
+121
529
$4K ﹤0.01%
251
530
$4K ﹤0.01%
+142
531
$4K ﹤0.01%
123
532
$4K ﹤0.01%
51
533
$3K ﹤0.01%
62
534
$3K ﹤0.01%
200
535
$3K ﹤0.01%
110
536
$3K ﹤0.01%
100
537
$3K ﹤0.01%
100
538
$3K ﹤0.01%
85
539
$2K ﹤0.01%
80
540
$2K ﹤0.01%
+70
541
$2K ﹤0.01%
+46
542
$2K ﹤0.01%
+45
543
$2K ﹤0.01%
+64
544
$2K ﹤0.01%
200
-900
545
$2K ﹤0.01%
+138
546
$2K ﹤0.01%
34
547
$2K ﹤0.01%
+26
548
$1K ﹤0.01%
46
+44
549
$1K ﹤0.01%
125
-5,000
550
$1K ﹤0.01%
56
-272
20 21
22
23 24