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
51
$2.15M 0.56%
16,004
+845
52
$2.08M 0.55%
20,860
-10,221
53
$1.96M 0.51%
12,863
-121
54
$1.79M 0.47%
6
-2
55
$1.77M 0.46%
16,777
+2,337
56
$1.74M 0.46%
24,383
+2,798
57
$1.72M 0.45%
25,498
-2,382
58
$1.7M 0.44%
11,720
-17
59
$1.68M 0.44%
16,443
-3,665
60
$1.56M 0.41%
28,566
+4,339
61
$1.55M 0.4%
20,494
-464
62
$1.54M 0.4%
5,790
+3,130
63
$1.5M 0.39%
9,666
+200
64
$1.48M 0.39%
15,128
-1,835
65
$1.44M 0.38%
20,134
+3,501
66
$1.44M 0.38%
6,892
+1,423
67
$1.38M 0.36%
13,198
-1,086
68
$1.37M 0.36%
21,262
+4,794
69
$1.35M 0.35%
4,206
+156
70
$1.3M 0.34%
20,519
+846
71
$1.26M 0.33%
8,641
-1,018
72
$1.25M 0.33%
3,926
73
$1.25M 0.33%
17,905
-874
74
$1.24M 0.33%
16,733
+290
75
$1.21M 0.32%
8,212
-230
1 2
3
4 5