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
$370M
AUM Growth
+$4.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
620
New
Increased
Reduced
Closed

Top Sells

1 +$2.7M
2 +$1.1M
3 +$724K
4
WFC icon
Wells Fargo
WFC
+$643K
5
MON
Monsanto Co
MON
+$388K

Sector Composition

1 Technology 16.51%
2 Healthcare 12.01%
3 Industrials 11.85%
4 Financials 10.61%
5 Energy 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$1.18M 0.32%
7,574
-179
77
$1.17M 0.32%
7,402
+885
78
$1.17M 0.32%
27,627
+2,950
79
$1.16M 0.31%
12,091
-160
80
$1.15M 0.31%
6,212
-25
81
$1.14M 0.31%
3,926
82
$1.12M 0.3%
31,399
83
$1.11M 0.3%
25,800
-68
84
$1.11M 0.3%
23,332
-600
85
$1.09M 0.29%
6,641
-2,000
86
$1.09M 0.29%
14,932
87
$1.09M 0.29%
19,169
-5,214
88
$1.06M 0.29%
18,794
-411
89
$1.04M 0.28%
9,403
+62
90
$1.03M 0.28%
20,569
-614
91
$1.01M 0.27%
43,076
92
$1M 0.27%
6,968
93
$988K 0.27%
16,462
+2,870
94
$982K 0.27%
7,238
-21
95
$970K 0.26%
19,394
+11,977
96
$964K 0.26%
35,048
97
$955K 0.26%
22,045
+32
98
$949K 0.26%
17,336
99
$945K 0.26%
4,811
100
$941K 0.25%
12,385