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
$405M
AUM Growth
+$34.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
609
New
Increased
Reduced
Closed

Top Buys

1 +$2.68M
2 +$2.05M
3 +$985K
4
DBRG icon
DigitalBridge
DBRG
+$944K
5
XOM icon
Exxon Mobil
XOM
+$922K

Top Sells

1 +$747K
2 +$626K
3 +$611K
4
RTN
Raytheon Company
RTN
+$511K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$501K

Sector Composition

1 Technology 18.1%
2 Healthcare 13.2%
3 Industrials 11.79%
4 Financials 11.16%
5 Consumer Discretionary 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$1.99M 0.49%
63,615
+2,508
52
$1.94M 0.48%
31,867
+1,765
53
$1.92M 0.47%
6
54
$1.86M 0.46%
35,396
+10,000
55
$1.86M 0.46%
13,175
56
$1.75M 0.43%
6,890
57
$1.74M 0.43%
11,403
+4,165
58
$1.68M 0.42%
4,865
+659
59
$1.58M 0.39%
9,850
+184
60
$1.57M 0.39%
14,148
-375
61
$1.53M 0.38%
9,107
-566
62
$1.5M 0.37%
19,456
-253
63
$1.47M 0.36%
7,072
+860
64
$1.45M 0.36%
17,740
+963
65
$1.44M 0.36%
12,541
+450
66
$1.42M 0.35%
30,170
+4,370
67
$1.41M 0.35%
18,431
-730
68
$1.41M 0.35%
16,635
-1,975
69
$1.4M 0.35%
4,828
+171
70
$1.4M 0.35%
18,776
+44
71
$1.39M 0.34%
3,926
72
$1.38M 0.34%
25,915
+5,346
73
$1.36M 0.34%
12,664
-534
74
$1.35M 0.33%
19,867
-245
75
$1.33M 0.33%
19,944
-1,375