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
$346M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
588
New
Increased
Reduced
Closed

Top Buys

1 +$4.24M
2 +$2.33M
3 +$1.21M
4
NTRS icon
Northern Trust
NTRS
+$874K
5
TJX icon
TJX Companies
TJX
+$757K

Top Sells

1 +$1.37M
2 +$1.31M
3 +$1.02M
4
VZ icon
Verizon
VZ
+$910K
5
GIS icon
General Mills
GIS
+$747K

Sector Composition

1 Industrials 13.45%
2 Technology 13.35%
3 Healthcare 12.24%
4 Financials 11.27%
5 Consumer Staples 9.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
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577
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578
$0 ﹤0.01%
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579
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581
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582
$0 ﹤0.01%
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583
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584
$0 ﹤0.01%
864
585
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586
$0 ﹤0.01%
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587
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588
$0 ﹤0.01%
+9