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
$347M
AUM Growth
-$57.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
561
New
Increased
Reduced
Closed

Top Buys

1 +$5.92M
2 +$3.39M
3 +$1.52M
4
CI icon
Cigna
CI
+$445K
5
MCO icon
Moody's
MCO
+$315K

Top Sells

1 +$1.58M
2 +$916K
3 +$814K
4
GE icon
GE Aerospace
GE
+$712K
5
CA
CA, Inc.
CA
+$639K

Sector Composition

1 Technology 16.9%
2 Healthcare 13.84%
3 Financials 11.27%
4 Industrials 10.37%
5 Consumer Staples 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
-14,472
552
$0 ﹤0.01%
14
-66
553
-350
554
-4,300
555
-502
556
-57
557
$0 ﹤0.01%
2
558
-100
559
-100
560
-1,500
561
-524