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
$378M
AUM Growth
+$30.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1
+$850K
2
+$481K
3
+$344K
4
DIS icon
Walt Disney
DIS
+$273K
5
AAPL icon
Apple
AAPL
+$237K

Top Sells

1
+$5.58M
2
+$4.98M
3
+$410K
4
PG icon
Procter & Gamble
PG
+$376K
5
IBM icon
IBM
IBM
+$342K

Sector Composition

1 Technology 18.41%
2 Healthcare 13.03%
3 Industrials 11.36%
4 Financials 10.86%
5 Consumer Discretionary 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.91M 0.51%
58,746
-2,259
52
$1.9M 0.5%
21,060
53
$1.89M 0.5%
13,175
54
$1.71M 0.45%
29,736
-86,764
55
$1.69M 0.45%
6,927
56
$1.62M 0.43%
7,255
+2,150
57
$1.53M 0.41%
11,313
-5
58
$1.51M 0.4%
30,170
59
$1.49M 0.39%
19,078
-713
60
$1.44M 0.38%
8,159
-1,600
61
$1.43M 0.38%
19,832
-548
62
$1.43M 0.38%
5,047
-21
63
$1.38M 0.36%
28,548
+124
64
$1.37M 0.36%
16,285
65
$1.37M 0.36%
12,510
66
$1.36M 0.36%
19,847
-50
67
$1.35M 0.36%
8,843
-184
68
$1.33M 0.35%
7,029
69
$1.33M 0.35%
15,087
+50
70
$1.32M 0.35%
18,038
+585
71
$1.29M 0.34%
12,201
-180
72
$1.29M 0.34%
24,232
73
$1.27M 0.34%
21,482
-1,179
74
$1.16M 0.31%
26,911
-395
75
$1.15M 0.31%
17,738
-288
1 2
3
4 5