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
$382M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
826
New
Increased
Reduced
Closed

Top Buys

1
+$835K
2
+$464K
3
+$442K
4
INTC icon
Intel
INTC
+$385K
5
ABBV icon
AbbVie
ABBV
+$338K

Top Sells

1
+$1.11M
2
+$1.02M
3
+$716K
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$680K
5
GE icon
GE Aerospace
GE
+$678K

Sector Composition

1 Technology 15.58%
2 Industrials 12.9%
3 Healthcare 12.12%
4 Financials 10.68%
5 Consumer Staples 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$2K ﹤0.01%
+27
727
$2K ﹤0.01%
+15
728
$2K ﹤0.01%
62
729
$2K ﹤0.01%
83
730
$2K ﹤0.01%
54
731
$2K ﹤0.01%
21
732
$2K ﹤0.01%
74
733
$2K ﹤0.01%
38
-217
734
$2K ﹤0.01%
+34
735
$2K ﹤0.01%
+45
736
$2K ﹤0.01%
252
737
$2K ﹤0.01%
17
738
$2K ﹤0.01%
27
739
$2K ﹤0.01%
965
740
$2K ﹤0.01%
103
741
$2K ﹤0.01%
+50
742
$2K ﹤0.01%
406
743
$2K ﹤0.01%
+32
744
$2K ﹤0.01%
+56
745
$2K ﹤0.01%
70
746
$2K ﹤0.01%
+76
747
$2K ﹤0.01%
167
748
$2K ﹤0.01%
106
749
$2K ﹤0.01%
150
750
$2K ﹤0.01%
133
28 29
30
31 32