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
$486M
AUM Growth
-$96.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$4.99M
2
+$1.41M
3
+$679K
4
UBER icon
Uber
UBER
+$660K
5
NEE icon
NextEra Energy
NEE
+$602K

Top Sells

1
+$3.89M
2
+$2.33M
3
+$1.8M
4
MDLZ icon
Mondelez International
MDLZ
+$1.73M
5
AMZN icon
Amazon
AMZN
+$1.6M

Sector Composition

1 Technology 19.74%
2 Healthcare 10.66%
3 Consumer Discretionary 6.96%
4 Financials 6.73%
5 Consumer Staples 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.55M 0.52%
22,450
52
$2.44M 0.5%
25,866
+1,084
53
$2.42M 0.5%
207,276
54
$2.36M 0.49%
75,759
-1,225
55
$2.36M 0.49%
14,645
-74
56
$2.28M 0.47%
120,298
57
$2.26M 0.47%
60,465
-3,042
58
$2.24M 0.46%
12,829
-775
59
$2.1M 0.43%
15,521
+925
60
$2.07M 0.42%
10,508
61
$2.04M 0.42%
8,272
-143
62
$2.04M 0.42%
21,105
+1
63
$1.99M 0.41%
8,850
-1,071
64
$1.99M 0.41%
86,979
65
$1.96M 0.4%
24,589
66
$1.96M 0.4%
58,733
+20,344
67
$1.93M 0.4%
10,974
+995
68
$1.89M 0.39%
4,790
-95
69
$1.86M 0.38%
10,192
+715
70
$1.86M 0.38%
31,544
+423
71
$1.84M 0.38%
6,140
+38
72
$1.83M 0.38%
58,573
73
$1.83M 0.38%
8,560
-49
74
$1.79M 0.37%
3,609
75
$1.78M 0.37%
23,651
-135
1 2
3
4 5