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
$296M
AUM Growth
+$8.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$999K
3
+$548K
4
IPG icon
Interpublic Group of Companies
IPG
+$544K
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$540K

Top Sells

1
+$1.62M
2
+$1.15M
3
+$918K
4
GE icon
GE Aerospace
GE
+$828K
5
BIIB icon
Biogen
BIIB
+$506K

Sector Composition

1 Industrials 13.56%
2 Technology 13.28%
3 Healthcare 12.96%
4 Consumer Staples 10.45%
5 Financials 9.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.35M 0.46%
22,257
+16,424
52
$1.32M 0.45%
34,100
-940
53
$1.32M 0.45%
31,460
-440
54
$1.31M 0.44%
18,865
-1,193
55
$1.3M 0.44%
4,148
-1,617
56
$1.25M 0.42%
15,482
-57
57
$1.24M 0.42%
12,748
+1,887
58
$1.23M 0.42%
30,660
+60
59
$1.18M 0.4%
9,730
+290
60
$1.1M 0.37%
26,011
+207
61
$1.09M 0.37%
8,298
-41
62
$1.06M 0.36%
14,701
+555
63
$1.04M 0.35%
5,906
+285
64
$1.01M 0.34%
9,685
+2,609
65
$1.01M 0.34%
6,029
+66
66
$970K 0.33%
9,281
+1,357
67
$970K 0.33%
17,796
-280
68
$958K 0.32%
15,157
+1,281
69
$953K 0.32%
13,584
-76
70
$950K 0.32%
25,235
-2,828
71
$927K 0.31%
25,800
-84
72
$927K 0.31%
14,614
73
$919K 0.31%
31,059
-3,209
74
$907K 0.31%
42,948
75
$865K 0.29%
4
1 2
3
4 5