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
$287M
AUM Growth
+$60.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
561
New
Increased
Reduced
Closed

Top Buys

1
+$3.39M
2
+$2.57M
3
+$2.11M
4
JPM icon
JPMorgan Chase
JPM
+$2.02M
5
DIS icon
Walt Disney
DIS
+$1.78M

Top Sells

1
+$1.95M
2
+$1M
3
+$514K
4
NVS icon
Novartis
NVS
+$466K
5
RTN
Raytheon Company
RTN
+$263K

Sector Composition

1 Healthcare 14.07%
2 Industrials 13.75%
3 Technology 12.69%
4 Consumer Staples 11.35%
5 Energy 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.29M 0.45%
15,539
+212
52
$1.21M 0.42%
35,040
+16,380
53
$1.18M 0.41%
11,296
-30
54
$1.14M 0.4%
31,900
+1,280
55
$1.12M 0.39%
14,146
+1
56
$1.08M 0.38%
8,339
+9
57
$1.08M 0.38%
20,058
+233
58
$1.08M 0.38%
30,600
+7,960
59
$1.06M 0.37%
9,440
+7,040
60
$1.02M 0.36%
34,268
+20,354
61
$1.01M 0.35%
25,804
+1,148
62
$989K 0.35%
28,063
-591
63
$957K 0.33%
13,876
+7,532
64
$948K 0.33%
10,861
+6,578
65
$943K 0.33%
18,076
+3,885
66
$934K 0.33%
25,884
+24,084
67
$930K 0.32%
5,621
+1,162
68
$929K 0.32%
14,614
69
$907K 0.32%
5,963
+483
70
$906K 0.32%
30,320
-2,285
71
$870K 0.3%
15,758
+3,610
72
$870K 0.3%
18,536
+8,388
73
$868K 0.3%
4
+2
74
$858K 0.3%
16,006
-2,000
75
$856K 0.3%
13,660
-160
1 2
3
4 5