RWA

Ropes Wealth Advisors Portfolio holdings

AUM $515M
1-Year Est. Return 21.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$378M
AUM Growth
+$30.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1 +$804K
2 +$444K
3 +$321K
4
DIS icon
Walt Disney
DIS
+$275K
5
AAPL icon
Apple
AAPL
+$212K

Top Sells

1 +$5.42M
2 +$4.86M
3 +$381K
4
PG icon
Procter & Gamble
PG
+$352K
5
IBM icon
IBM
IBM
+$323K

Sector Composition

1 Technology 18.39%
2 Healthcare 13.03%
3 Industrials 11.37%
4 Financials 10.86%
5 Consumer Discretionary 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
-1,219