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
$474M
AUM Growth
+$95.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
592
New
Increased
Reduced
Closed

Top Buys

1
+$85.1M
2
+$1.51M
3
+$956K
4
MSFT icon
Microsoft
MSFT
+$823K
5
ABT icon
Abbott
ABT
+$776K

Top Sells

1
+$1.48M
2
+$1.07M
3
+$818K
4
HIG icon
Hartford Financial Services
HIG
+$681K
5
WY icon
Weyerhaeuser
WY
+$628K

Sector Composition

1 Healthcare 28.43%
2 Technology 15.48%
3 Financials 9.49%
4 Industrials 8.81%
5 Consumer Discretionary 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.03M 0.43%
55,059
-3,687
52
$2.01M 0.42%
7,293
+38
53
$1.99M 0.42%
13,175
54
$1.91M 0.4%
36,132
+11,900
55
$1.9M 0.4%
21,060
56
$1.71M 0.36%
6,971
+44
57
$1.68M 0.35%
39,665
+13,059
58
$1.65M 0.35%
30,170
59
$1.63M 0.34%
8,109
-50
60
$1.52M 0.32%
11,128
-185
61
$1.52M 0.32%
5,179
+132
62
$1.49M 0.31%
19,797
-14,290
63
$1.48M 0.31%
16,890
-2,188
64
$1.43M 0.3%
17,840
-1,992
65
$1.42M 0.3%
19,847
66
$1.39M 0.29%
8,943
+100
67
$1.37M 0.29%
16,298
+13
68
$1.34M 0.28%
11,665
-536
69
$1.32M 0.28%
27,814
-734
70
$1.29M 0.27%
6,674
+196
71
$1.29M 0.27%
17,143
-895
72
$1.26M 0.27%
12,510
73
$1.26M 0.27%
6,844
-185
74
$1.21M 0.25%
17,832
+94
75
$1.19M 0.25%
20,800
-682
1 2
3
4 5