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
551
$1K ﹤0.01%
+28
552
$1K ﹤0.01%
+17
553
$1K ﹤0.01%
203
554
$1K ﹤0.01%
24
555
$1K ﹤0.01%
39
556
– –
-766
557
– –
-120
558
$0 ﹤0.01%
3
-958
559
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-425
560
$0 ﹤0.01%
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561
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562
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563
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-868
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565
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-13,700
566
$0 ﹤0.01%
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567
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568
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569
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-4,747
570
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-692
571
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-942
572
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-470
573
$0 ﹤0.01%
5
574
– –
-1,000
575
$0 ﹤0.01%
5
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