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
$369M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
738
New
Increased
Reduced
Closed

Top Sells

1 +$4.44M
2 +$1.19M
3 +$1.13M
4
VZ icon
Verizon
VZ
+$464K
5
JNJ icon
Johnson & Johnson
JNJ
+$359K

Sector Composition

1 Technology 14.72%
2 Industrials 13.44%
3 Healthcare 12.56%
4 Financials 10.88%
5 Consumer Staples 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
$3K ﹤0.01%
252
652
$3K ﹤0.01%
+2,130
653
$3K ﹤0.01%
+133
654
$3K ﹤0.01%
+4
655
$3K ﹤0.01%
+406
656
$3K ﹤0.01%
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657
$3K ﹤0.01%
150
658
$3K ﹤0.01%
+154
659
$3K ﹤0.01%
+131
660
$3K ﹤0.01%
40
661
$3K ﹤0.01%
+62
662
$3K ﹤0.01%
+139
663
$3K ﹤0.01%
+74
664
$3K ﹤0.01%
+45
665
$2K ﹤0.01%
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666
$2K ﹤0.01%
+58
667
$2K ﹤0.01%
+200
668
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27
669
$2K ﹤0.01%
+176
670
$2K ﹤0.01%
+83
671
$2K ﹤0.01%
+54
672
$2K ﹤0.01%
+17
673
$2K ﹤0.01%
+27
674
$2K ﹤0.01%
+965
675
$2K ﹤0.01%
+186