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
$382M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
826
New
Increased
Reduced
Closed

Top Buys

1
+$835K
2
+$464K
3
+$442K
4
INTC icon
Intel
INTC
+$385K
5
ABBV icon
AbbVie
ABBV
+$338K

Top Sells

1
+$1.11M
2
+$1.02M
3
+$716K
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$680K
5
GE icon
GE Aerospace
GE
+$678K

Sector Composition

1 Technology 15.57%
2 Industrials 12.92%
3 Healthcare 12.12%
4 Financials 10.68%
5 Consumer Staples 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$3K ﹤0.01%
+302
677
$3K ﹤0.01%
119
678
$3K ﹤0.01%
+95
679
$3K ﹤0.01%
44
680
$3K ﹤0.01%
+44
681
$3K ﹤0.01%
+52
682
$3K ﹤0.01%
75
683
$3K ﹤0.01%
193
684
$3K ﹤0.01%
196
685
$3K ﹤0.01%
+41
686
$3K ﹤0.01%
+63
687
$3K ﹤0.01%
69
688
$3K ﹤0.01%
+83
689
$3K ﹤0.01%
154
690
$3K ﹤0.01%
131
691
$3K ﹤0.01%
40
692
$3K ﹤0.01%
+81
693
$3K ﹤0.01%
+11
694
$3K ﹤0.01%
4
695
$3K ﹤0.01%
55
696
$3K ﹤0.01%
+227
697
$3K ﹤0.01%
+188
698
$3K ﹤0.01%
+116
699
$3K ﹤0.01%
+665
700
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