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
$370M
AUM Growth
+$4.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
620
New
Increased
Reduced
Closed

Top Sells

1 +$2.7M
2 +$1.1M
3 +$724K
4
WFC icon
Wells Fargo
WFC
+$643K
5
MON
Monsanto Co
MON
+$388K

Sector Composition

1 Technology 16.51%
2 Healthcare 12.01%
3 Industrials 11.85%
4 Financials 10.61%
5 Energy 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$1.82M 0.49%
13,175
-185
52
$1.75M 0.47%
61,107
-6,414
53
$1.74M 0.47%
11,520
54
$1.69M 0.46%
6
55
$1.61M 0.44%
6,890
56
$1.58M 0.43%
9,673
-157
57
$1.53M 0.41%
9,666
58
$1.48M 0.4%
18,610
+1,975
59
$1.48M 0.4%
14,523
-1,420
60
$1.46M 0.39%
13,198
61
$1.41M 0.38%
15,128
62
$1.41M 0.38%
25,396
-11,590
63
$1.4M 0.38%
19,709
64
$1.38M 0.37%
21,319
+998
65
$1.35M 0.37%
16,777
66
$1.32M 0.36%
19,161
+295
67
$1.32M 0.36%
20,112
68
$1.27M 0.34%
5,832
+952
69
$1.26M 0.34%
4,657
+1,423
70
$1.26M 0.34%
29,287
-749
71
$1.26M 0.34%
24,227
72
$1.24M 0.34%
4,206
73
$1.23M 0.33%
16,783
+10
74
$1.22M 0.33%
18,732
-329
75
$1.21M 0.33%
10,471
+1,703