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
$570M
AUM Growth
-$74.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
885
New
Increased
Reduced
Closed

Top Buys

1
+$3.15M
2
+$2.7M
3
+$2.52M
4
MSFT icon
Microsoft
MSFT
+$2.43M
5
TPL icon
Texas Pacific Land
TPL
+$1.53M

Top Sells

1
+$202M
2
+$4.43M
3
+$2.4M
4
XOM icon
Exxon Mobil
XOM
+$1.69M
5
JPM icon
JPMorgan Chase
JPM
+$1.35M

Sector Composition

1 Technology 19.54%
2 Healthcare 18.02%
3 Consumer Discretionary 8.28%
4 Financials 8.18%
5 Industrials 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.97M 0.52%
11,845
-1,639
52
$2.96M 0.52%
29,299
+26,735
53
$2.92M 0.51%
18,901
-2,320
54
$2.83M 0.5%
52,074
+3,458
55
$2.75M 0.48%
46,912
-457
56
$2.7M 0.47%
35,921
57
$2.63M 0.46%
45,761
+1,493
58
$2.62M 0.46%
40,214
-13,689
59
$2.57M 0.45%
10,886
+78
60
$2.54M 0.45%
21,446
+12,786
61
$2.44M 0.43%
6,461
+3,409
62
$2.42M 0.42%
58,121
+521
63
$2.4M 0.42%
57,765
+14,670
64
$2.34M 0.41%
6,107
-8
65
$2.26M 0.4%
10,971
-579
66
$2.25M 0.39%
35,635
+228
67
$2.24M 0.39%
91,984
-1,193
68
$2.19M 0.38%
9,160
-410
69
$2.15M 0.38%
46,194
+1,302
70
$2.12M 0.37%
9,718
-375
71
$2.1M 0.37%
15,658
-3,617
72
$2.06M 0.36%
5,617
-15
73
$1.96M 0.34%
11,698
+2,000
74
$1.91M 0.34%
8,127
+394
75
$1.87M 0.33%
10,192
-88
1 2
3
4 5