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 15.58%
2 Industrials 12.9%
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
701
$3K ﹤0.01%
236
+34
702
$3K ﹤0.01%
+164
703
$3K ﹤0.01%
617
704
$3K ﹤0.01%
+100
705
$3K ﹤0.01%
133
706
$3K ﹤0.01%
633
707
$3K ﹤0.01%
4
708
$2K ﹤0.01%
150
709
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200
710
$2K ﹤0.01%
64
711
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+15
712
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71
713
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714
$2K ﹤0.01%
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715
$2K ﹤0.01%
21
716
$2K ﹤0.01%
74
717
$2K ﹤0.01%
+34
718
$2K ﹤0.01%
+45
719
$2K ﹤0.01%
252
720
$2K ﹤0.01%
17
721
$2K ﹤0.01%
27
722
$2K ﹤0.01%
+19
723
$2K ﹤0.01%
58
724
$2K ﹤0.01%
546
725
$2K ﹤0.01%
+21
27 28
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30 31