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
$296M
AUM Growth
+$8.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$999K
3
+$548K
4
IPG icon
Interpublic Group of Companies
IPG
+$544K
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$540K

Top Sells

1
+$1.62M
2
+$1.15M
3
+$918K
4
GE icon
GE Aerospace
GE
+$828K
5
BIIB icon
Biogen
BIIB
+$506K

Sector Composition

1 Industrials 13.56%
2 Technology 13.28%
3 Healthcare 12.96%
4 Consumer Staples 10.45%
5 Financials 9.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$855K 0.29%
12,115
+615
77
$848K 0.29%
15,574
-2,962
78
$821K 0.28%
16,006
79
$815K 0.28%
7,115
-31
80
$800K 0.27%
25,032
81
$784K 0.27%
20,947
82
$779K 0.26%
3,248
+488
83
$759K 0.26%
5,867
84
$730K 0.25%
22,080
+120
85
$709K 0.24%
14,158
-1,600
86
$707K 0.24%
13,421
-90
87
$702K 0.24%
16,755
88
$700K 0.24%
5,727
-1,037
89
$694K 0.23%
7,149
-6
90
$646K 0.22%
75,607
+7,029
91
$643K 0.22%
14,000
92
$632K 0.21%
6,064
+2,128
93
$612K 0.21%
8,679
-659
94
$608K 0.21%
10,222
+3,319
95
$605K 0.2%
25,575
-5,718
96
$602K 0.2%
6,770
-1,083
97
$594K 0.2%
17,898
+3,550
98
$592K 0.2%
5,659
+1,083
99
$587K 0.2%
13,700
100
$579K 0.2%
7,350
+1,228
2 3
4
5 6