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
$353M
AUM Growth
+$7.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
620
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$1.73M
3
+$1.66M
4
IBM icon
IBM
IBM
+$1.14M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$687K

Top Sells

1
+$1.5M
2
+$1.28M
3
+$1.27M
4
TROW icon
T. Rowe Price
TROW
+$1.23M
5
WWAV
The WhiteWave Foods Company
WWAV
+$847K

Sector Composition

1 Technology 14.47%
2 Industrials 13.57%
3 Healthcare 12.7%
4 Financials 10.7%
5 Consumer Staples 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.04M 0.29%
5,475
-338
77
$1.03M 0.29%
5,979
-376
78
$1.02M 0.29%
4
-5
79
$1.01M 0.29%
26,132
+332
80
$1.01M 0.29%
3,630
+21
81
$978K 0.28%
31,837
-530
82
$962K 0.27%
16,313
-283
83
$931K 0.26%
25,806
+1,468
84
$929K 0.26%
6,517
85
$900K 0.25%
7,115
86
$897K 0.25%
29,848
-139
87
$896K 0.25%
25,981
+683
88
$891K 0.25%
21,522
-75
89
$887K 0.25%
42,948
90
$887K 0.25%
8,025
+797
91
$881K 0.25%
26,307
-995
92
$870K 0.25%
10,450
+391
93
$863K 0.24%
15,070
+218
94
$850K 0.24%
10,908
+750
95
$825K 0.23%
33,521
+792
96
$820K 0.23%
11,403
+666
97
$814K 0.23%
5,040
+200
98
$801K 0.23%
12,218
+2,999
99
$788K 0.22%
12,136
100
$768K 0.22%
13,093
+743
2 3
4
5 6