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
$568M
AUM Growth
-$55.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$6.51M
2
+$6.41M
3
+$5.7M
4
DOCU icon
DocuSign
DOCU
+$2.32M
5
TTGT icon
TechTarget
TTGT
+$1.28M

Top Sells

1
+$43.6M
2
+$5.11M
3
+$4.4M
4
JNJ icon
Johnson & Johnson
JNJ
+$2.23M
5
NEE icon
NextEra Energy
NEE
+$2.12M

Sector Composition

1 Technology 23.27%
2 Healthcare 10.96%
3 Consumer Discretionary 8.97%
4 Financials 7.59%
5 Industrials 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.82M 0.5%
47,615
-6,926
52
$2.75M 0.48%
23,115
+14
53
$2.7M 0.48%
56,007
-708
54
$2.67M 0.47%
10,600
-3,324
55
$2.61M 0.46%
21,786
+367
56
$2.49M 0.44%
10,087
+279
57
$2.46M 0.43%
5,001
-1,936
58
$2.39M 0.42%
58,365
59
$2.32M 0.41%
+15,257
60
$2.32M 0.41%
31,121
61
$2.23M 0.39%
9,853
62
$2.23M 0.39%
6,488
+129
63
$2.21M 0.39%
11,443
-633
64
$2.21M 0.39%
18,828
-8,968
65
$2.2M 0.39%
8,963
-1,693
66
$2.19M 0.39%
37,249
-861
67
$2.19M 0.39%
15,330
-90
68
$2.16M 0.38%
28,507
-14,943
69
$1.94M 0.34%
14,765
-5,494
70
$1.92M 0.34%
11,173
71
$1.91M 0.34%
10,149
-22
72
$1.9M 0.33%
10,377
+5,772
73
$1.82M 0.32%
2,830
+1,219
74
$1.81M 0.32%
8,740
-40
75
$1.78M 0.31%
3,140
-3,421
1 2
3
4 5