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
$353M
AUM Growth
+$7.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
620
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$1.73M
3
+$1.66M
4
IBM icon
IBM
IBM
+$1.14M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$687K

Top Sells

1
+$1.5M
2
+$1.28M
3
+$1.27M
4
TROW icon
T. Rowe Price
TROW
+$1.23M
5
WWAV
The WhiteWave Foods Company
WWAV
+$847K

Sector Composition

1 Technology 14.47%
2 Industrials 13.57%
3 Healthcare 12.7%
4 Financials 10.7%
5 Consumer Staples 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.81M 0.51%
27,505
-5,021
52
$1.76M 0.5%
36,255
+4,235
53
$1.7M 0.48%
14,440
+106
54
$1.68M 0.48%
8,493
+55
55
$1.63M 0.46%
21,850
+3,992
56
$1.6M 0.45%
13,160
+143
57
$1.55M 0.44%
20,901
-760
58
$1.52M 0.43%
16,988
-1,850
59
$1.51M 0.43%
13,870
+715
60
$1.4M 0.4%
11,012
-344
61
$1.37M 0.39%
30,740
-3,033
62
$1.35M 0.38%
10,801
+38
63
$1.31M 0.37%
10,123
+1,627
64
$1.25M 0.36%
9,466
-264
65
$1.23M 0.35%
20,609
+796
66
$1.2M 0.34%
15,257
-235
67
$1.14M 0.32%
29,182
+7,514
68
$1.13M 0.32%
8,362
+1,661
69
$1.13M 0.32%
112,241
+28,246
70
$1.11M 0.31%
16,424
+856
71
$1.1M 0.31%
15,483
+5,752
72
$1.09M 0.31%
26,613
-1,222
73
$1.08M 0.31%
13,903
-374
74
$1.06M 0.3%
3,926
-222
75
$1.04M 0.3%
13,584
-18
1 2
3
4 5