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
$405M
AUM Growth
+$34.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
609
New
Increased
Reduced
Closed

Top Buys

1 +$2.68M
2 +$2.05M
3 +$985K
4
DBRG icon
DigitalBridge
DBRG
+$944K
5
XOM icon
Exxon Mobil
XOM
+$922K

Top Sells

1 +$747K
2 +$626K
3 +$611K
4
RTN
Raytheon Company
RTN
+$511K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$501K

Sector Composition

1 Technology 18.1%
2 Healthcare 13.2%
3 Industrials 11.79%
4 Financials 11.16%
5 Consumer Discretionary 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
601
-78
602
-2,699
603
-96
604
-1,083
605
-264
606
-252
607
-1
608
-48
609
-11